+89.2%
NTRA vs FTV
+14.7%
+74.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.5% | +0.8% |
| 7D | +0.2% | -4.0% | +4.2% | +0.4% |
| 30D | +4.1% | -11.0% | +15.1% | +4.6% |
| 3M | +50.0% | -8.4% | +58.4% | +50.5% |
| 6M | +67.3% | -2.6% | +69.9% | +67.4% |
| YTD | +43.6% | -0.6% | +44.2% | +46.4% |
| 1Y | +89.2% | +11.0% | +78.3% | +82.5% |
| All | +89.2% | +14.7% | +74.5% | +82.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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