+29.1%
XLV vs NTRA
+85.0%
-55.9%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -7.0% | +4.5% | -1.8% |
| 7D | +0.5% | -16.6% | +17.0% | +2.2% |
| 30D | +10.7% | -9.2% | +19.9% | +11.6% |
| 3M | +13.1% | +32.5% | -19.4% | +9.8% |
| 6M | +28.3% | +75.9% | -47.6% | +19.9% |
| YTD | +20.9% | +58.8% | -37.9% | +13.7% |
| 1Y | +29.1% | +82.0% | -52.9% | +20.9% |
| All | +29.1% | +85.0% | -55.9% | +20.9% |
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