+1,672.7%
NTRA vs ACWI
+221.6%
+1,451.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.8% |
| 7D | +2.7% | +2.4% | +0.3% | -0.7% |
| 30D | -19.2% | -1.7% | -17.5% | -17.0% |
| 3M | +2.7% | -3.9% | +6.6% | +8.9% |
| 6M | +63.4% | +0.8% | +62.6% | +61.9% |
| YTD | +39.3% | +11.0% | +28.2% | +20.3% |
| 1Y | +59.0% | +13.1% | +45.9% | +33.6% |
| 3Y | +557.4% | +73.9% | +483.5% | +204.5% |
| 5Y | +177.4% | +59.0% | +118.3% | +49.8% |
| 10Y | +2,761.8% | +224.4% | +2,537.4% | +651.9% |
| All | +1,672.7% | +221.6% | +1,451.1% | +354.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling