+3,203.1%
NTRA vs ACWI
+226.5%
+2,976.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.8% |
| 7D | +1.6% | 0.0% | +1.6% | +1.6% |
| 30D | +3.8% | -0.6% | +4.3% | +4.7% |
| 3M | +48.2% | +4.3% | +44.0% | +39.1% |
| 6M | +61.0% | +12.7% | +48.3% | +34.4% |
| YTD | +44.2% | +13.9% | +30.3% | +18.2% |
| 1Y | +87.3% | +20.5% | +66.8% | +40.8% |
| 3Y | +509.4% | +76.5% | +432.9% | +158.3% |
| 5Y | +175.1% | +67.5% | +107.6% | +30.7% |
| 10Y | +3,203.1% | +231.8% | +2,971.3% | +513.7% |
| All | +3,203.1% | +226.5% | +2,976.6% | +513.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling