+3.9%
URI vs NTRA
+92.9%
-89.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | 0.0% |
| 7D | -2.1% | +0.2% | -2.3% | -2.1% |
| 30D | -12.4% | +4.1% | -16.5% | -12.6% |
| 3M | -7.3% | +50.0% | -57.3% | -9.2% |
| 6M | +27.2% | +67.3% | -40.1% | +23.3% |
| YTD | +23.0% | +43.6% | -20.6% | +18.3% |
| 1Y | +3.9% | +89.2% | -85.3% | -5.4% |
| All | +3.9% | +92.9% | -89.0% | -5.4% |
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