+1,735.1%
NTRA vs BEN
+14.4%
+1,720.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +2.5% |
| 7D | +1.6% | +3.4% | -1.8% | +0.1% |
| 30D | +3.8% | +1.8% | +2.0% | +2.9% |
| 3M | +48.2% | +8.4% | +39.9% | +42.7% |
| 6M | +61.0% | +35.6% | +25.3% | +40.7% |
| YTD | +44.2% | +46.4% | -2.2% | +21.5% |
| 1Y | +87.3% | +46.3% | +41.0% | +57.4% |
| 3Y | +509.4% | +54.6% | +454.8% | +385.1% |
| 5Y | +175.1% | +39.4% | +135.7% | +125.2% |
| 10Y | +3,203.1% | +57.6% | +3,145.5% | +2,380.2% |
| All | +1,735.1% | +14.4% | +1,720.6% | +1,609.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling