+89.2%
NTRA vs QID
-34.8%
+124.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.6% | +0.2% |
| 7D | +0.2% | +1.3% | -1.0% | +0.7% |
| 30D | +4.1% | +2.9% | +1.2% | +5.3% |
| 3M | +50.0% | -0.7% | +50.8% | +50.3% |
| 6M | +67.3% | -29.7% | +97.0% | +42.5% |
| YTD | +43.6% | -27.9% | +71.4% | +24.3% |
| 1Y | +89.2% | -34.6% | +123.8% | +53.4% |
| All | +89.2% | -34.8% | +124.0% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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