+89.2%
NTRA vs IVZ
+49.7%
+39.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.5% |
| 7D | +0.2% | -2.4% | +2.6% | +1.0% |
| 30D | +4.1% | +3.0% | +1.1% | +3.1% |
| 3M | +50.0% | +14.9% | +35.2% | +42.6% |
| 6M | +67.3% | +36.7% | +30.6% | +48.3% |
| YTD | +43.6% | +25.7% | +17.9% | +28.5% |
| 1Y | +89.2% | +47.7% | +41.5% | +55.5% |
| All | +89.2% | +49.7% | +39.6% | +55.5% |
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