+99.0%
NTRA vs IT
-17.9%
+117.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.8% | +0.6% |
| 7D | -7.9% | -5.5% | -2.4% | -7.9% |
| 30D | -8.1% | +10.3% | -18.5% | -9.0% |
| 3M | +42.1% | +11.5% | +30.6% | +40.4% |
| 6M | +84.8% | +40.3% | +44.6% | +79.8% |
| YTD | +70.7% | -17.9% | +88.6% | +72.1% |
| 1Y | +99.0% | -8.8% | +107.8% | +101.4% |
| All | +99.0% | -17.9% | +117.0% | +101.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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