+140.2%
UAL vs NTRA
+171.1%
-30.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.3% |
| 7D | -2.0% | -0.5% | -1.5% | -1.9% |
| 30D | -15.7% | +4.3% | -20.0% | -16.6% |
| 3M | +3.6% | +50.6% | -47.0% | -7.2% |
| 6M | +16.9% | +63.9% | -47.0% | +2.0% |
| YTD | -4.8% | +42.4% | -47.1% | -14.2% |
| 1Y | -0.9% | +92.1% | -93.0% | -16.9% |
| 3Y | +124.5% | +501.7% | -377.3% | +49.4% |
| 5Y | +140.2% | +171.4% | -31.3% | +65.1% |
| All | +140.2% | +171.1% | -30.9% | +65.1% |
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