+213.1%
URI vs NTRA
+195.9%
+17.2%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.5% | +1.6% | +3.7% |
| 7D | +2.6% | -18.2% | +20.8% | +5.8% |
| 30D | +9.1% | -19.6% | +28.7% | +12.7% |
| 3M | +1.0% | +2.3% | -1.3% | +0.1% |
| 6M | +23.3% | +60.6% | -37.3% | +12.5% |
| YTD | +43.3% | +39.6% | +3.7% | +32.6% |
| 1Y | +35.9% | +54.7% | -18.8% | +23.3% |
| 3Y | +158.6% | +584.3% | -425.6% | +78.4% |
| 5Y | +213.1% | +182.5% | +30.6% | +144.8% |
| All | +213.1% | +195.9% | +17.2% | +144.8% |
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