+99.0%
NTRA vs VIK
+55.4%
+43.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.2% | -5.6% | -1.6% |
| 7D | -7.9% | +5.4% | -13.3% | -9.6% |
| 30D | -8.1% | +12.5% | -20.6% | -11.9% |
| 3M | +42.1% | -15.2% | +57.3% | +51.3% |
| 6M | +84.8% | +15.4% | +69.5% | +70.8% |
| YTD | +70.7% | +27.7% | +43.0% | +51.8% |
| 1Y | +99.0% | +59.7% | +39.3% | +70.4% |
| All | +99.0% | +55.4% | +43.6% | +70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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