+498.0%
NTRA vs ACWI
+77.6%
+420.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -0.6% |
| 7D | +1.1% | +1.1% | 0.0% | -0.4% |
| 30D | +0.6% | -0.2% | +0.8% | +0.9% |
| 3M | +51.8% | +4.7% | +47.2% | +42.7% |
| 6M | +63.6% | +14.5% | +49.1% | +35.6% |
| YTD | +41.5% | +14.6% | +26.9% | +16.8% |
| 1Y | +93.6% | +21.4% | +72.2% | +47.1% |
| 3Y | +498.0% | +77.6% | +420.4% | +154.6% |
| All | +498.0% | +77.6% | +420.4% | +154.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling