+24.3%
BMY vs NTRA
+172.0%
-147.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.0% | -0.2% |
| 7D | -4.8% | +0.2% | -5.0% | -4.8% |
| 30D | -0.1% | +4.1% | -4.2% | -0.2% |
| 3M | +13.1% | +50.0% | -36.9% | +11.7% |
| 6M | +8.4% | +67.3% | -58.9% | +6.7% |
| YTD | +22.0% | +43.6% | -21.6% | +20.4% |
| 1Y | +40.3% | +89.2% | -49.0% | +37.6% |
| 3Y | +20.5% | +502.5% | -482.0% | +15.4% |
| All | +24.3% | +172.0% | -147.7% | +21.3% |
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