+70.7%
NTRA vs Q
+71.3%
-0.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.2% |
| 7D | +0.6% | +0.2% | +0.3% | +0.5% |
| 30D | +19.5% | -11.1% | +30.6% | +22.0% |
| 3M | +47.8% | -22.1% | +69.9% | +52.2% |
| 6M | +61.6% | +0.5% | +61.2% | +56.0% |
| YTD | +43.3% | +47.8% | -4.6% | +31.1% |
| All | +70.7% | +71.3% | -0.6% | +60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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