+97.0%
NTRA vs ACWI
+23.6%
+73.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.6% | +0.5% | +0.1% | 0.0% |
| 30D | +19.5% | +0.9% | +18.6% | +18.5% |
| 3M | +47.8% | +2.4% | +45.4% | +44.0% |
| 6M | +61.6% | +12.4% | +49.3% | +38.7% |
| YTD | +43.3% | +15.2% | +28.1% | +19.4% |
| 1Y | +97.0% | +22.7% | +74.3% | +41.9% |
| All | +97.0% | +23.6% | +73.4% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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