+1,700.8%
NTRA vs EMB
+47.1%
+1,653.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.0% |
| 7D | +1.1% | +0.3% | +0.8% | +0.5% |
| 30D | +0.6% | -0.5% | +1.1% | +1.6% |
| 3M | +51.8% | +0.3% | +51.5% | +51.3% |
| 6M | +63.6% | +1.2% | +62.4% | +61.4% |
| YTD | +41.5% | +1.5% | +40.0% | +38.7% |
| 1Y | +93.6% | +4.8% | +88.8% | +78.7% |
| 3Y | +498.0% | +30.4% | +467.7% | +269.5% |
| 5Y | +172.5% | +7.3% | +165.2% | +155.0% |
| 10Y | +2,960.8% | +29.7% | +2,931.1% | +2,107.5% |
| All | +1,700.8% | +47.1% | +1,653.7% | +1,040.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling