+63.9%
NTRA vs SEI
+30.8%
+33.1%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.2% | +3.9% | -0.8% |
| 7D | -0.5% | +20.7% | -21.1% | -2.3% |
| 30D | +4.3% | +9.1% | -4.8% | +3.2% |
| 3M | +50.6% | -6.0% | +56.6% | +47.2% |
| 6M | +63.9% | +18.9% | +45.0% | +49.1% |
| All | +63.9% | +30.8% | +33.1% | +49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 6mo: compounded portfolio wealth divided by compounded SEI 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…
6mo analysis · Full analysis span regression · 6 months rolling