+38.1%
BNY vs NTRA
+85.0%
-46.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -7.0% | +3.5% | -3.0% |
| 7D | -1.3% | -16.6% | +15.3% | -0.4% |
| 30D | +3.1% | -9.2% | +12.3% | +3.6% |
| 3M | -6.7% | +32.5% | -39.1% | -8.3% |
| 6M | +12.4% | +75.9% | -63.6% | +7.2% |
| YTD | +29.3% | +58.8% | -29.5% | +23.3% |
| 1Y | +38.1% | +82.0% | -43.9% | +28.3% |
| All | +38.1% | +85.0% | -46.9% | +28.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling