+97.0%
NTRA vs VIK
+37.7%
+59.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | +0.6% | -3.0% | +3.6% | +1.8% |
| 30D | +19.5% | -20.7% | +40.2% | +30.6% |
| 3M | +47.8% | -4.6% | +52.4% | +49.0% |
| 6M | +61.6% | +14.0% | +47.7% | +49.5% |
| YTD | +43.3% | +20.2% | +23.1% | +31.1% |
| 1Y | +97.0% | +36.0% | +61.0% | +73.9% |
| All | +97.0% | +37.7% | +59.3% | +73.9% |
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