+1,723.2%
NTRA vs ACWI
+233.5%
+1,489.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.6% | +0.5% | +0.1% | -0.1% |
| 30D | +19.5% | +0.9% | +18.6% | +18.3% |
| 3M | +47.8% | +2.4% | +45.4% | +42.9% |
| 6M | +61.6% | +12.4% | +49.3% | +37.2% |
| YTD | +43.3% | +15.2% | +28.1% | +17.3% |
| 1Y | +97.0% | +22.7% | +74.3% | +47.4% |
| 3Y | +424.9% | +75.8% | +349.1% | +139.3% |
| 5Y | +165.2% | +67.7% | +97.4% | +33.2% |
| 10Y | +3,114.3% | +229.0% | +2,885.3% | +712.9% |
| All | +1,723.2% | +233.5% | +1,489.7% | +343.3% |
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