+3,059.8%
NTRA vs BIDU
-48.7%
+3,108.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.5% |
| 7D | +0.2% | -8.1% | +8.3% | +3.1% |
| 30D | +4.1% | -12.8% | +16.9% | +8.6% |
| 3M | +50.0% | -21.3% | +71.3% | +61.3% |
| 6M | +67.3% | -27.0% | +94.3% | +83.0% |
| YTD | +43.6% | -30.0% | +73.6% | +58.1% |
| 1Y | +89.2% | -18.3% | +107.5% | +93.5% |
| 3Y | +502.5% | -33.8% | +536.4% | +531.5% |
| 5Y | +173.8% | -44.3% | +218.1% | +183.3% |
| All | +3,059.8% | -48.7% | +3,108.4% | +2,988.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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