+212.4%
URI vs NTRA
+177.1%
+35.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.9% | -0.6% | +1.0% |
| 7D | +5.0% | +1.6% | +3.4% | +4.7% |
| 30D | -9.4% | +3.8% | -13.2% | -10.0% |
| 3M | -5.8% | +48.2% | -54.1% | -12.4% |
| 6M | +25.8% | +61.0% | -35.1% | +14.5% |
| YTD | +27.9% | +44.2% | -16.3% | +18.2% |
| 1Y | +9.7% | +87.3% | -77.6% | -3.6% |
| 3Y | +128.0% | +509.4% | -381.4% | +59.9% |
| 5Y | +212.4% | +175.1% | +37.3% | +143.5% |
| All | +212.4% | +177.1% | +35.3% | +143.5% |
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