+502.5%
NTRA vs BHP
+71.6%
+431.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +0.2% | -3.6% | +3.8% | +1.5% |
| 30D | +4.1% | -1.2% | +5.3% | +4.5% |
| 3M | +50.0% | +1.2% | +48.8% | +49.1% |
| 6M | +67.3% | +21.4% | +45.9% | +54.5% |
| YTD | +43.6% | +50.4% | -6.8% | +21.6% |
| 1Y | +89.2% | +67.5% | +21.7% | +53.4% |
| 3Y | +502.5% | +72.8% | +429.7% | +351.0% |
| All | +502.5% | +71.6% | +431.0% | +351.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling