+99.0%
NTRA vs IVZ
+30.5%
+68.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.2% | -3.6% | -0.7% |
| 7D | -7.9% | +2.6% | -10.5% | -8.6% |
| 30D | -8.1% | -3.5% | -4.7% | -7.3% |
| 3M | +42.1% | -7.4% | +49.5% | +44.9% |
| 6M | +84.8% | +14.7% | +70.1% | +73.3% |
| YTD | +70.7% | +14.6% | +56.1% | +55.6% |
| 1Y | +99.0% | +30.7% | +68.3% | +74.4% |
| All | +99.0% | +30.5% | +68.5% | +74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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