+95.7%
NTR vs IBN
+210.2%
-114.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.8% | +0.5% |
| 7D | +0.5% | -5.1% | +5.6% | +1.9% |
| 30D | +21.7% | -3.5% | +25.3% | +22.8% |
| 3M | +22.8% | +11.3% | +11.5% | +19.1% |
| 6M | +8.2% | +4.4% | +3.8% | +6.3% |
| YTD | +32.9% | -1.8% | +34.7% | +32.4% |
| 1Y | +45.3% | -8.0% | +53.3% | +47.2% |
| 3Y | +41.7% | +27.1% | +14.6% | +28.7% |
| 5Y | +49.8% | +54.5% | -4.7% | +26.7% |
| All | +95.7% | +210.2% | -114.5% | +28.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling