+97.0%
NTRA vs LII
-28.2%
+125.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | 0.0% |
| 7D | +0.6% | -0.7% | +1.3% | +0.7% |
| 30D | +19.5% | -12.6% | +32.1% | +21.4% |
| 3M | +47.8% | -24.4% | +72.2% | +51.5% |
| 6M | +61.6% | -28.7% | +90.3% | +63.5% |
| YTD | +43.3% | -19.1% | +62.4% | +45.0% |
| 1Y | +97.0% | -29.7% | +126.7% | +101.4% |
| All | +97.0% | -28.2% | +125.2% | +101.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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