+502.5%
NTRA vs FTI
+267.9%
+234.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.2% | +0.7% |
| 7D | +0.2% | -4.4% | +4.6% | +1.1% |
| 30D | +4.1% | +1.5% | +2.6% | +3.8% |
| 3M | +50.0% | +8.2% | +41.8% | +47.2% |
| 6M | +67.3% | +18.8% | +48.5% | +59.1% |
| YTD | +43.6% | +71.7% | -28.1% | +24.2% |
| 1Y | +89.2% | +90.0% | -0.8% | +59.0% |
| 3Y | +502.5% | +270.5% | +232.1% | +333.4% |
| All | +502.5% | +267.9% | +234.7% | +333.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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