+226.8%
SOXX vs NTRA
+507.7%
-280.9%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.6% |
| 7D | +1.4% | +0.2% | +1.2% | +1.3% |
| 30D | -3.6% | +4.1% | -7.7% | -4.7% |
| 3M | -10.2% | +50.0% | -60.2% | -21.1% |
| 6M | +54.2% | +67.3% | -13.1% | +28.7% |
| YTD | +75.2% | +43.6% | +31.6% | +53.2% |
| 1Y | +107.5% | +89.2% | +18.3% | +64.2% |
| 3Y | +226.8% | +502.5% | -275.8% | +90.5% |
| All | +226.8% | +507.7% | -280.9% | +90.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling