+95.7%
NTR vs BB
-31.1%
+126.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.6% | +0.2% |
| 7D | +0.5% | +1.8% | -1.3% | +0.3% |
| 30D | +21.7% | -12.2% | +34.0% | +23.4% |
| 3M | +22.8% | -12.3% | +35.1% | +23.4% |
| 6M | +8.2% | +122.7% | -114.5% | -4.3% |
| YTD | +32.9% | +104.5% | -71.6% | +18.7% |
| 1Y | +45.3% | +106.7% | -61.3% | +28.9% |
| 3Y | +41.7% | +70.0% | -28.3% | +23.2% |
| 5Y | +49.8% | -27.8% | +77.6% | +42.3% |
| All | +95.7% | -31.1% | +126.8% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 all: compounded portfolio wealth divided by compounded BB 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…
all analysis · Full analysis span regression · 6 months rolling