+695.6%
NTRA vs BAM
+78.0%
+617.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.5% | -0.1% |
| 7D | +0.6% | -2.0% | +2.6% | +1.4% |
| 30D | +19.5% | -2.9% | +22.4% | +20.5% |
| 3M | +47.8% | +9.4% | +38.4% | +40.8% |
| 6M | +61.6% | +10.8% | +50.9% | +52.8% |
| YTD | +43.3% | -0.4% | +43.7% | +40.9% |
| 1Y | +97.0% | -10.9% | +107.9% | +103.7% |
| 3Y | +424.9% | +61.3% | +363.7% | +304.2% |
| All | +695.6% | +78.0% | +617.6% | +490.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling