+23.1%
IGV vs NTRA
+172.0%
-148.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.5% | +0.1% |
| 7D | -2.9% | +0.2% | -3.1% | -3.0% |
| 30D | -1.5% | +4.1% | -5.6% | -2.4% |
| 3M | +11.7% | +50.0% | -38.4% | +1.4% |
| 6M | +18.4% | +67.3% | -48.9% | +4.2% |
| YTD | -3.9% | +43.6% | -47.5% | -12.8% |
| 1Y | -9.7% | +89.2% | -98.9% | -23.0% |
| 3Y | +38.4% | +502.5% | -464.1% | -9.4% |
| All | +23.1% | +172.0% | -148.9% | -8.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling