+173.5%
NTRA vs BB
-26.5%
+200.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.9% | +0.4% |
| 7D | +0.2% | -0.4% | +0.6% | +0.3% |
| 30D | +4.1% | -12.5% | +16.6% | +7.7% |
| 3M | +50.0% | -17.4% | +67.5% | +55.1% |
| 6M | +67.3% | +119.1% | -51.8% | +23.8% |
| YTD | +43.6% | +102.4% | -58.8% | +8.8% |
| 1Y | +89.2% | +98.2% | -8.9% | +42.1% |
| 3Y | +502.5% | +46.9% | +455.6% | +371.3% |
| All | +173.5% | -26.5% | +200.0% | +183.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling