+99.0%
NTRA vs BBWI
+2.4%
+96.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.1% | -3.5% | +0.3% |
| 7D | -7.9% | +8.8% | -16.6% | -8.6% |
| 30D | -8.1% | +34.8% | -43.0% | -10.8% |
| 3M | +42.1% | +12.9% | +29.2% | +40.3% |
| 6M | +84.8% | +29.6% | +55.3% | +79.4% |
| YTD | +70.7% | +20.8% | +49.9% | +66.5% |
| 1Y | +99.0% | +4.1% | +95.0% | +92.6% |
| All | +99.0% | +2.4% | +96.7% | +92.6% |
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