+89.2%
NTRA vs BBWI
-31.4%
+120.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.4% | -5.6% | +0.2% |
| 7D | +0.2% | -4.8% | +5.0% | +0.7% |
| 30D | +4.1% | +3.5% | +0.6% | +3.3% |
| 3M | +50.0% | -0.3% | +50.4% | +50.0% |
| 6M | +67.3% | -5.4% | +72.7% | +66.1% |
| YTD | +43.6% | -4.7% | +48.3% | +43.4% |
| 1Y | +89.2% | -30.5% | +119.7% | +91.0% |
| All | +89.2% | -31.4% | +120.6% | +91.0% |
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