+60.5%
XOM vs NTRA
+507.7%
-447.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.5% |
| 7D | +4.1% | +0.2% | +3.9% | +4.1% |
| 30D | +4.6% | +4.1% | +0.5% | +4.7% |
| 3M | +14.0% | +50.0% | -36.1% | +14.8% |
| 6M | +11.0% | +67.3% | -56.3% | +11.8% |
| YTD | +40.7% | +43.6% | -2.9% | +42.1% |
| 1Y | +52.3% | +89.2% | -36.9% | +51.9% |
| 3Y | +60.5% | +502.5% | -442.1% | +54.5% |
| All | +60.5% | +507.7% | -447.2% | +54.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling