+3,018.0%
NTRA vs SEI
+608.3%
+2,409.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.2% | +3.9% | -0.4% |
| 7D | -0.5% | +20.7% | -21.1% | -3.8% |
| 30D | +4.3% | +9.1% | -4.8% | +2.2% |
| 3M | +50.6% | -6.0% | +56.6% | +49.6% |
| 6M | +63.9% | +18.9% | +45.0% | +54.8% |
| YTD | +42.4% | +40.1% | +2.2% | +29.5% |
| 1Y | +92.1% | +120.6% | -28.5% | +59.1% |
| 3Y | +501.7% | +562.1% | -60.4% | +261.9% |
| 5Y | +171.4% | +954.5% | -783.0% | +40.6% |
| All | +3,018.0% | +608.3% | +2,409.7% | +1,510.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling