+1,735.1%
NTRA vs QID
-99.4%
+1,834.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.4% | +2.2% |
| 7D | +1.6% | -1.9% | +3.5% | +0.5% |
| 30D | +3.8% | +1.7% | +2.0% | +4.9% |
| 3M | +48.2% | -3.9% | +52.1% | +47.2% |
| 6M | +61.0% | -30.0% | +90.9% | +35.3% |
| YTD | +44.2% | -28.2% | +72.4% | +23.9% |
| 1Y | +87.3% | -35.6% | +122.9% | +52.9% |
| 3Y | +509.4% | -74.3% | +583.7% | +240.9% |
| 5Y | +175.1% | -80.8% | +255.9% | +67.0% |
| 10Y | +3,203.1% | -99.2% | +3,302.3% | +571.0% |
| All | +1,735.1% | -99.4% | +1,834.4% | +248.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling