+99.0%
NTRA vs BAM
+4.2%
+94.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.2% | -5.6% | 0.0% |
| 7D | -7.9% | +14.2% | -22.1% | -9.3% |
| 30D | -8.1% | +21.0% | -29.1% | -10.4% |
| 3M | +42.1% | +5.2% | +36.9% | +41.4% |
| 6M | +84.8% | +16.0% | +68.9% | +78.6% |
| YTD | +70.7% | +6.5% | +64.2% | +64.5% |
| 1Y | +99.0% | +4.4% | +94.7% | +93.1% |
| All | +99.0% | +4.2% | +94.8% | +93.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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