+49.9%
XLE vs NTRA
+99.0%
-49.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.6% | -5.4% | -4.7% |
| 7D | -7.2% | -7.9% | +0.7% | -8.0% |
| 30D | +0.1% | -8.1% | +8.2% | -0.6% |
| 3M | +9.2% | +42.1% | -32.9% | +14.2% |
| 6M | +8.4% | +84.8% | -76.5% | +17.7% |
| YTD | +44.9% | +70.7% | -25.8% | +54.7% |
| 1Y | +49.9% | +99.0% | -49.2% | +62.7% |
| All | +49.9% | +99.0% | -49.2% | +62.7% |
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