+3,059.8%
NTRA vs EMB
+30.3%
+3,029.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +0.9% | +1.0% |
| 7D | +0.2% | -1.2% | +1.4% | +2.6% |
| 30D | +4.1% | -1.3% | +5.4% | +6.7% |
| 3M | +50.0% | -1.8% | +51.8% | +55.7% |
| 6M | +67.3% | +0.2% | +67.1% | +68.1% |
| YTD | +43.6% | +0.4% | +43.2% | +43.7% |
| 1Y | +89.2% | +2.8% | +86.4% | +80.9% |
| 3Y | +502.5% | +29.1% | +473.4% | +275.3% |
| 5Y | +173.8% | +6.3% | +167.5% | +162.1% |
| All | +3,059.8% | +30.3% | +3,029.4% | +2,264.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 10y: compounded portfolio wealth divided by compounded EMB 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…
10y analysis · Full analysis span regression · 6 months rolling