+673.6%
NTRA vs BAM
+81.2%
+592.3%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | +2.7% | -2.7% | +5.4% | +3.8% |
| 30D | -19.2% | +15.5% | -34.7% | -24.0% |
| 3M | +2.7% | -6.9% | +9.5% | +5.2% |
| 6M | +63.4% | +9.9% | +53.5% | +54.6% |
| YTD | +39.3% | +1.4% | +37.9% | +35.3% |
| 1Y | +59.0% | +3.3% | +55.7% | +52.8% |
| 3Y | +557.4% | +83.6% | +473.7% | +381.5% |
| All | +673.6% | +81.2% | +592.3% | +467.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling