-1.6%
XLY vs NTRA
+85.0%
-86.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -7.0% | +3.1% | -3.1% |
| 7D | +1.2% | -16.6% | +17.8% | +3.1% |
| 30D | +5.3% | -9.2% | +14.5% | +6.2% |
| 3M | -0.6% | +32.5% | -33.1% | -4.4% |
| 6M | +0.1% | +75.9% | -75.9% | -7.8% |
| YTD | -0.9% | +58.8% | -59.7% | -9.8% |
| 1Y | -1.6% | +82.0% | -83.5% | -12.3% |
| All | -1.6% | +85.0% | -86.6% | -12.3% |
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