+99.0%
NTRA vs BB
+88.0%
+11.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +7.0% | -6.3% | 0.0% |
| 7D | -7.9% | -6.8% | -1.1% | -7.4% |
| 30D | -8.1% | -3.5% | -4.6% | -8.0% |
| 3M | +42.1% | -1.2% | +43.3% | +41.7% |
| 6M | +84.8% | +57.0% | +27.8% | +83.6% |
| YTD | +70.7% | +131.1% | -60.4% | +63.4% |
| 1Y | +99.0% | +87.6% | +11.5% | +97.2% |
| All | +99.0% | +88.0% | +11.1% | +97.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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