+497.4%
NTRA vs EMB
+29.4%
+468.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | +0.3% |
| 7D | -0.5% | -1.1% | +0.6% | +1.7% |
| 30D | +4.3% | -1.1% | +5.4% | +6.5% |
| 3M | +50.6% | -0.8% | +51.4% | +53.3% |
| 6M | +63.9% | -0.1% | +64.0% | +65.3% |
| YTD | +42.4% | +0.4% | +41.9% | +42.3% |
| 1Y | +92.1% | +3.3% | +88.8% | +83.2% |
| All | +497.4% | +29.4% | +468.0% | +296.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling