+41.8%
NTR vs RBA
-26.5%
+68.3%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.6% |
| 7D | +8.1% | -2.9% | +11.0% | +8.1% |
| 30D | +18.8% | -12.3% | +31.1% | +18.7% |
| 3M | +16.2% | -20.5% | +36.7% | +15.9% |
| 6M | +9.8% | -18.5% | +28.3% | +9.6% |
| YTD | +30.9% | -18.2% | +49.1% | +30.0% |
| 1Y | +41.8% | -27.5% | +69.3% | +39.6% |
| All | +41.8% | -26.5% | +68.3% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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