-52.3%
TEAM vs NTRA
+172.0%
-224.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.3% |
| 7D | -5.2% | +0.2% | -5.4% | -5.3% |
| 30D | +15.8% | +4.1% | +11.7% | +13.7% |
| 3M | +101.5% | +50.0% | +51.4% | +71.9% |
| 6M | +138.2% | +67.3% | +70.9% | +92.0% |
| YTD | +10.8% | +43.6% | -32.8% | -5.2% |
| 1Y | +1.7% | +89.2% | -87.6% | -22.5% |
| 3Y | -16.0% | +502.5% | -518.6% | -61.3% |
| All | -52.3% | +172.0% | -224.3% | -75.0% |
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 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