+199.8%
TER vs NTRA
+96.0%
+103.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.3% | +5.4% |
| 7D | +0.6% | +0.6% | 0.0% | +0.4% |
| 30D | -8.3% | +19.5% | -27.8% | -13.4% |
| 3M | -12.2% | +47.8% | -60.0% | -23.0% |
| 6M | +17.0% | +61.6% | -44.6% | -2.7% |
| YTD | +84.6% | +43.3% | +41.3% | +59.9% |
| 1Y | +199.8% | +97.0% | +102.8% | +134.4% |
| All | +199.8% | +96.0% | +103.8% | +134.4% |
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