+505.1%
NTRA vs BAM
+50.2%
+454.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +2.9% |
| 7D | +1.6% | -3.9% | +5.5% | +3.3% |
| 30D | +3.8% | -8.8% | +12.6% | +7.6% |
| 3M | +48.2% | +2.2% | +46.0% | +44.9% |
| 6M | +61.0% | +5.9% | +55.0% | +54.4% |
| YTD | +44.2% | -6.1% | +50.3% | +45.1% |
| 1Y | +87.3% | -11.6% | +98.9% | +94.1% |
| All | +505.1% | +50.2% | +454.9% | +317.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling