+97.0%
NTRA vs AGI
+17.6%
+79.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.5% |
| 7D | +0.6% | +0.6% | 0.0% | +0.4% |
| 30D | +19.5% | +18.2% | +1.3% | +16.0% |
| 3M | +47.8% | -4.1% | +51.9% | +47.2% |
| 6M | +61.6% | -28.7% | +90.3% | +66.3% |
| YTD | +43.3% | -4.0% | +47.2% | +41.5% |
| 1Y | +97.0% | +17.4% | +79.6% | +93.0% |
| All | +97.0% | +17.6% | +79.4% | +93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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