+1,048.0%
STX vs NTRA
+172.0%
+876.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.9% | -4.6% | -3.9% |
| 7D | -2.3% | +0.2% | -2.5% | -2.3% |
| 30D | -5.5% | +4.1% | -9.6% | -6.2% |
| 3M | -4.3% | +50.0% | -54.3% | -12.0% |
| 6M | +115.6% | +67.3% | +48.3% | +92.8% |
| YTD | +202.2% | +43.6% | +158.6% | +177.9% |
| 1Y | +325.3% | +89.2% | +236.0% | +271.2% |
| 3Y | +1,283.9% | +502.5% | +781.4% | +868.4% |
| All | +1,048.0% | +172.0% | +876.0% | +768.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling