+67.2%
SU vs NTRA
+92.9%
-25.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.1% |
| 7D | +2.2% | +0.2% | +2.0% | +2.3% |
| 30D | +8.4% | +4.1% | +4.3% | +9.0% |
| 3M | +12.1% | +50.0% | -37.9% | +17.5% |
| 6M | +19.7% | +67.3% | -47.6% | +26.5% |
| YTD | +58.4% | +43.6% | +14.8% | +67.4% |
| 1Y | +67.2% | +89.2% | -22.0% | +71.0% |
| All | +67.2% | +92.9% | -25.7% | +71.0% |
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