+43.4%
XLK vs NTRA
+96.0%
-52.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | +0.9% | +0.6% | +0.3% | +0.8% |
| 30D | +0.7% | +19.5% | -18.8% | -2.0% |
| 3M | -2.9% | +47.8% | -50.7% | -8.6% |
| 6M | +34.3% | +61.6% | -27.4% | +22.8% |
| YTD | +30.4% | +43.3% | -12.9% | +21.8% |
| 1Y | +43.4% | +97.0% | -53.7% | +27.4% |
| All | +43.4% | +96.0% | -52.6% | +27.4% |
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