+113.9%
SOXX vs NTRA
+96.0%
+17.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.4% | +3.5% |
| 7D | +2.2% | +0.6% | +1.6% | +2.1% |
| 30D | -2.0% | +19.5% | -21.5% | -5.3% |
| 3M | -13.7% | +47.8% | -61.5% | -19.6% |
| 6M | +52.4% | +61.6% | -9.3% | +37.1% |
| YTD | +72.8% | +43.3% | +29.6% | +60.2% |
| 1Y | +113.9% | +97.0% | +16.9% | +80.5% |
| All | +113.9% | +96.0% | +17.9% | +80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NTRA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling