+407.5%
NTRA vs FGI
-74.8%
+482.3%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -25.2% | +24.0% | -0.8% |
| 7D | +2.7% | -14.4% | +17.1% | +2.9% |
| 30D | -19.2% | -11.8% | -7.4% | -19.0% |
| 3M | +2.7% | -46.2% | +48.9% | +3.5% |
| 6M | +63.4% | +5.2% | +58.2% | +61.5% |
| YTD | +39.3% | +10.5% | +28.8% | +35.7% |
| 1Y | +59.0% | +25.5% | +33.5% | +53.5% |
| 3Y | +557.4% | -16.0% | +573.4% | +521.0% |
| All | +407.5% | -74.8% | +482.3% | +430.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling