-0.3%
BA vs NTRA
+164.5%
-164.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.5% |
| 7D | +2.5% | +1.1% | +1.4% | +2.3% |
| 30D | -10.1% | +0.6% | -10.7% | -10.3% |
| 3M | -2.4% | +51.8% | -54.2% | -10.0% |
| 6M | -8.8% | +63.6% | -72.4% | -17.5% |
| YTD | -2.9% | +41.5% | -44.4% | -10.2% |
| 1Y | -8.8% | +93.6% | -102.4% | -20.6% |
| 3Y | -0.3% | +498.0% | -498.3% | -30.5% |
| 5Y | -0.3% | +172.5% | -172.8% | -24.8% |
| All | -0.3% | +164.5% | -164.8% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 5y: compounded portfolio wealth divided by compounded NTRA 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…
5y analysis · Full analysis span regression · 6 months rolling