+99.0%
NTRA vs AEIS
+6.2%
+92.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -11.1% | +11.8% | +2.1% |
| 7D | -7.9% | -12.7% | +4.8% | -6.4% |
| 30D | -8.1% | -28.8% | +20.7% | -4.6% |
| 3M | +42.1% | -38.0% | +80.1% | +49.7% |
| 6M | +84.8% | -45.3% | +130.1% | +96.5% |
| YTD | +70.7% | +1.1% | +69.5% | +57.7% |
| 1Y | +99.0% | +8.6% | +90.4% | +81.5% |
| All | +99.0% | +6.2% | +92.8% | +81.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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