+3,059.8%
NTRA vs BHP
+496.8%
+2,562.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | +0.2% | -3.6% | +3.8% | +2.0% |
| 30D | +4.1% | -1.2% | +5.3% | +4.6% |
| 3M | +50.0% | +1.2% | +48.8% | +48.4% |
| 6M | +67.3% | +21.4% | +45.9% | +49.7% |
| YTD | +43.6% | +50.4% | -6.8% | +14.2% |
| 1Y | +89.2% | +67.5% | +21.7% | +41.6% |
| 3Y | +502.5% | +72.8% | +429.7% | +329.4% |
| 5Y | +173.8% | +112.6% | +61.2% | +66.9% |
| All | +3,059.8% | +496.8% | +2,562.9% | +919.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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