+39.6%
NTR vs RBA
-27.6%
+67.2%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.8% | -4.2% | -0.3% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | +16.8% | -2.9% | +19.7% | +16.7% |
| 3M | +20.7% | -20.9% | +41.7% | +20.5% |
| 6M | +0.5% | -17.7% | +18.2% | +0.4% |
| YTD | +29.2% | -18.2% | +47.4% | +28.2% |
| 1Y | +39.6% | -29.1% | +68.7% | +36.9% |
| All | +39.6% | -27.6% | +67.2% | +36.9% |
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