+89.2%
NTRA vs ACI
-32.3%
+121.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.2% | -2.4% | +1.3% |
| 7D | +0.2% | -3.7% | +4.0% | -0.3% |
| 30D | +4.1% | +0.6% | +3.5% | +4.2% |
| 3M | +50.0% | -20.3% | +70.4% | +46.0% |
| 6M | +67.3% | -24.7% | +92.0% | +61.5% |
| YTD | +43.6% | -27.2% | +70.8% | +38.5% |
| 1Y | +89.2% | -32.7% | +122.0% | +75.4% |
| All | +89.2% | -32.3% | +121.6% | +75.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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