+421.9%
NTRA vs FGI
-70.4%
+492.3%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.5% | -7.4% | 0.0% |
| 7D | +0.6% | +0.5% | 0.0% | +0.6% |
| 30D | +19.5% | +65.4% | -45.9% | +17.3% |
| 3M | +47.8% | +23.5% | +24.3% | +45.9% |
| 6M | +61.6% | +60.5% | +1.1% | +56.3% |
| YTD | +43.3% | +30.0% | +13.3% | +39.3% |
| 1Y | +97.0% | +82.1% | +15.0% | +85.4% |
| 3Y | +424.9% | -4.4% | +429.3% | +396.1% |
| All | +421.9% | -70.4% | +492.3% | +444.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling