+1,727.4%
NTRA vs BDX
+93.8%
+1,633.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.5% |
| 7D | +0.2% | -3.2% | +3.4% | +1.7% |
| 30D | +4.1% | -2.5% | +6.7% | +5.4% |
| 3M | +50.0% | +21.4% | +28.6% | +36.0% |
| 6M | +67.3% | +10.4% | +56.9% | +59.0% |
| YTD | +43.6% | +18.8% | +24.7% | +31.3% |
| 1Y | +89.2% | +21.7% | +67.6% | +70.5% |
| 3Y | +502.5% | -10.0% | +512.5% | +511.3% |
| 5Y | +173.8% | -1.8% | +175.6% | +161.4% |
| 10Y | +3,189.3% | +58.8% | +3,130.5% | +2,312.1% |
| All | +1,727.4% | +93.8% | +1,633.6% | +1,071.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling