+32.6%
USB vs NTRA
+55.2%
-22.6%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | -0.2% |
| 7D | +1.4% | -19.7% | +21.2% | +2.7% |
| 30D | +6.4% | -22.1% | +28.6% | +7.9% |
| 3M | -4.5% | -2.0% | -2.5% | -4.7% |
| 6M | +11.4% | +60.6% | -49.2% | +5.8% |
| YTD | +17.1% | +36.2% | -19.1% | +10.5% |
| 1Y | +32.6% | +51.0% | -18.4% | +23.7% |
| All | +32.6% | +55.2% | -22.6% | +23.7% |
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