+99.0%
NTRA vs TRI
-22.4%
+121.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.4% | -5.8% | +0.4% |
| 7D | -7.9% | +1.0% | -8.8% | -8.0% |
| 30D | -8.1% | +20.8% | -28.9% | -9.4% |
| 3M | +42.1% | +8.1% | +34.0% | +40.8% |
| 6M | +84.8% | +24.2% | +60.7% | +80.5% |
| YTD | +70.7% | -7.8% | +78.5% | +65.4% |
| 1Y | +99.0% | -16.7% | +115.7% | +88.5% |
| All | +99.0% | -22.4% | +121.5% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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