+97.0%
NTRA vs QS
-28.5%
+125.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | +0.6% | -2.3% | +2.9% | +1.0% |
| 30D | +19.5% | -0.7% | +20.2% | +19.8% |
| 3M | +47.8% | -39.6% | +87.4% | +56.7% |
| 6M | +61.6% | -21.7% | +83.4% | +64.8% |
| YTD | +43.3% | -47.4% | +90.7% | +50.9% |
| 1Y | +97.0% | -28.4% | +125.4% | +106.2% |
| All | +97.0% | -28.5% | +125.5% | +106.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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