+3,059.8%
NTRA vs BEN
+56.6%
+3,003.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +0.2% | -3.1% | +3.3% | +1.5% |
| 30D | +4.1% | +0.2% | +3.9% | +4.0% |
| 3M | +50.0% | +6.8% | +43.2% | +45.3% |
| 6M | +67.3% | +38.1% | +29.2% | +45.2% |
| YTD | +43.6% | +44.3% | -0.8% | +21.8% |
| 1Y | +89.2% | +42.6% | +46.7% | +61.0% |
| 3Y | +502.5% | +52.3% | +450.2% | +383.2% |
| 5Y | +173.8% | +37.6% | +136.1% | +125.2% |
| All | +3,059.8% | +56.6% | +3,003.1% | +2,410.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling