+97.0%
NTRA vs ROIV
+177.7%
-80.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.4% | -0.5% |
| 7D | +0.6% | +0.6% | 0.0% | +0.3% |
| 30D | +19.5% | +1.0% | +18.5% | +19.1% |
| 3M | +47.8% | +18.3% | +29.5% | +39.0% |
| 6M | +61.6% | +18.3% | +43.3% | +50.9% |
| YTD | +43.3% | +61.0% | -17.7% | +23.3% |
| 1Y | +97.0% | +177.9% | -80.8% | +37.0% |
| All | +97.0% | +177.7% | -80.6% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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