+97.0%
NTRA vs NVS
+27.7%
+69.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.9% |
| 7D | +0.6% | +4.0% | -3.4% | -1.0% |
| 30D | +19.5% | +3.6% | +15.9% | +17.9% |
| 3M | +47.8% | +7.8% | +40.0% | +43.0% |
| 6M | +61.6% | -0.2% | +61.8% | +57.5% |
| YTD | +43.3% | +19.6% | +23.7% | +37.0% |
| 1Y | +97.0% | +28.4% | +68.7% | +87.6% |
| All | +97.0% | +27.7% | +69.3% | +87.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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