+37.9%
NTR vs IBN
+27.4%
+10.4%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.2% | -0.4% |
| 7D | -1.3% | -3.0% | +1.7% | -1.2% |
| 30D | +16.8% | -1.5% | +18.3% | +16.8% |
| 3M | +20.7% | +7.9% | +12.8% | +20.3% |
| 6M | +0.5% | +8.6% | -8.1% | +0.3% |
| YTD | +29.2% | -0.6% | +29.7% | +30.0% |
| 1Y | +39.6% | -7.3% | +46.9% | +42.3% |
| 3Y | +37.9% | +26.2% | +11.7% | +26.4% |
| All | +37.9% | +27.4% | +10.4% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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