+97.0%
NTRA vs BEN
+42.6%
+54.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.5% | -3.4% | -1.0% |
| 7D | +0.6% | +0.2% | +0.4% | +0.5% |
| 30D | +19.5% | -0.5% | +20.0% | +19.7% |
| 3M | +47.8% | +9.7% | +38.0% | +42.6% |
| 6M | +61.6% | +33.9% | +27.7% | +40.1% |
| YTD | +43.3% | +49.0% | -5.7% | +19.4% |
| 1Y | +97.0% | +42.1% | +54.9% | +65.7% |
| All | +97.0% | +42.6% | +54.5% | +65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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