+346.6%
SOXX vs NTRA
+98.9%
+247.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.8% | -2.8% |
| 7D | +158.9% | -7.9% | +166.8% | +160.5% |
| 30D | +129.2% | -8.1% | +137.3% | +130.6% |
| 3M | +149.7% | +42.1% | +107.6% | +133.8% |
| 6M | +193.4% | +84.8% | +108.6% | +162.2% |
| YTD | +351.0% | +70.7% | +280.4% | +305.0% |
| All | +346.6% | +98.9% | +247.8% | +280.1% |
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