+240.3%
UMC vs NTRA
+92.9%
+147.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +2.2% |
| 7D | +9.0% | +0.2% | +8.8% | +9.0% |
| 30D | +17.2% | +4.1% | +13.1% | +16.3% |
| 3M | +11.4% | +50.0% | -38.6% | +3.2% |
| 6M | +137.5% | +67.3% | +70.2% | +113.1% |
| YTD | +193.1% | +43.6% | +149.5% | +176.4% |
| 1Y | +240.3% | +89.2% | +151.1% | +197.6% |
| All | +240.3% | +92.9% | +147.4% | +197.6% |
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