+99.0%
NTRA vs BDX
+54.0%
+45.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.6% | -4.9% | -1.5% |
| 7D | -7.9% | +7.2% | -15.1% | -10.4% |
| 30D | -8.1% | +15.8% | -23.9% | -13.5% |
| 3M | +42.1% | +23.7% | +18.4% | +30.1% |
| 6M | +84.8% | +44.8% | +40.0% | +55.9% |
| YTD | +70.7% | +39.8% | +30.9% | +46.8% |
| 1Y | +99.0% | +52.3% | +46.7% | +73.7% |
| All | +99.0% | +54.0% | +45.0% | +73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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