+97.0%
NTRA vs FGI
+81.8%
+15.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.5% | -7.4% | +0.1% |
| 7D | +0.6% | +0.5% | 0.0% | +0.6% |
| 30D | +19.5% | +65.4% | -45.9% | +19.0% |
| 3M | +47.8% | +23.5% | +24.3% | +47.7% |
| 6M | +61.6% | +60.5% | +1.1% | +59.7% |
| YTD | +43.3% | +30.0% | +13.3% | +42.1% |
| 1Y | +97.0% | +82.1% | +15.0% | +93.2% |
| All | +97.0% | +81.8% | +15.2% | +93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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