+37.9%
NTR vs BTG
+94.8%
-57.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.7% | -0.4% |
| 7D | -1.3% | -3.8% | +2.5% | -0.9% |
| 30D | +16.8% | +3.6% | +13.1% | +16.1% |
| 3M | +20.7% | +32.0% | -11.3% | +16.3% |
| 6M | +0.5% | +3.4% | -2.8% | -0.4% |
| YTD | +29.2% | +20.8% | +8.4% | +24.0% |
| 1Y | +39.6% | +22.4% | +17.2% | +32.1% |
| 3Y | +37.9% | +91.7% | -53.8% | +18.0% |
| All | +37.9% | +94.8% | -57.0% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 3y: compounded portfolio wealth divided by compounded BTG 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…
3y analysis · Full analysis span regression · 6 months rolling