+0.2%
XLU vs NTRA
+85.0%
-84.7%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.0% | +6.3% | -0.7% |
| 7D | +0.4% | -16.6% | +16.9% | +0.4% |
| 30D | +5.2% | -9.2% | +14.4% | +5.2% |
| 3M | -0.1% | +32.5% | -32.6% | -1.0% |
| 6M | -5.3% | +75.9% | -81.3% | -7.0% |
| YTD | +3.5% | +58.8% | -55.2% | +1.1% |
| 1Y | +0.2% | +82.0% | -81.7% | -4.6% |
| All | +0.2% | +85.0% | -84.7% | -4.6% |
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