+99.0%
NTRA vs IQV
+25.1%
+73.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.2% | +0.4% |
| 7D | -7.9% | -5.5% | -2.4% | -5.6% |
| 30D | -8.1% | -0.9% | -7.3% | -7.6% |
| 3M | +42.1% | +15.6% | +26.5% | +35.1% |
| 6M | +84.8% | +63.9% | +20.9% | +48.9% |
| YTD | +70.7% | +17.0% | +53.7% | +55.9% |
| 1Y | +99.0% | +25.0% | +74.0% | +81.8% |
| All | +99.0% | +25.1% | +73.9% | +81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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