+99.0%
NTRA vs ED
+27.1%
+71.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.0% | -2.4% | +2.0% |
| 7D | -7.9% | +5.4% | -13.3% | -5.6% |
| 30D | -8.1% | +16.4% | -24.5% | -1.9% |
| 3M | +42.1% | +11.9% | +30.2% | +49.6% |
| 6M | +84.8% | +11.6% | +73.3% | +93.7% |
| YTD | +70.7% | +24.1% | +46.6% | +90.1% |
| 1Y | +99.0% | +26.9% | +72.2% | +123.1% |
| All | +99.0% | +27.1% | +71.9% | +123.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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