+97.0%
NTRA vs BBWI
-34.3%
+131.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.7% | -0.1% |
| 7D | +0.6% | +1.5% | -0.9% | +0.4% |
| 30D | +19.5% | -5.2% | +24.7% | +20.1% |
| 3M | +47.8% | +11.1% | +36.7% | +46.3% |
| 6M | +61.6% | -13.4% | +75.0% | +59.1% |
| YTD | +43.3% | +0.1% | +43.2% | +42.4% |
| 1Y | +97.0% | -36.1% | +133.2% | +88.6% |
| All | +97.0% | -34.3% | +131.3% | +88.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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