+89.2%
NTRA vs QS
-36.7%
+125.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.1% | +0.5% |
| 7D | +0.2% | -3.6% | +3.9% | +0.8% |
| 30D | +4.1% | -17.2% | +21.3% | +7.5% |
| 3M | +50.0% | -27.0% | +77.0% | +56.4% |
| 6M | +67.3% | -24.6% | +91.9% | +71.9% |
| YTD | +43.6% | -49.3% | +92.9% | +53.8% |
| 1Y | +89.2% | -40.3% | +129.6% | +93.1% |
| All | +89.2% | -36.7% | +125.9% | +93.1% |
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