+136.8%
NFRA price history and return analytics
+274.0%
-137.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.6% | -0.5% | +0.1% |
| 7D | +1.1% | +0.4% | +0.7% | +0.7% |
| 30D | +4.2% | -2.6% | +6.8% | +6.2% |
| 3M | -0.2% | -3.2% | +3.0% | +2.1% |
| 6M | +1.1% | +0.9% | +0.2% | -0.1% |
| YTD | +9.7% | +11.3% | -1.6% | +0.3% |
| 1Y | +10.9% | +14.0% | -3.1% | -0.5% |
| 3Y | +50.4% | +75.8% | -25.4% | -5.7% |
| 5Y | +32.5% | +57.8% | -25.3% | -10.0% |
| 10Y | +105.1% | +219.8% | -114.7% | -24.6% |
| All | +136.8% | +274.0% | -137.1% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling