+1,735.1%
NTRA vs BIDU
-54.1%
+1,789.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.1% |
| 7D | +1.6% | -2.4% | +4.0% | +2.3% |
| 30D | +3.8% | -16.0% | +19.7% | +9.2% |
| 3M | +48.2% | -24.0% | +72.3% | +60.3% |
| 6M | +61.0% | -24.9% | +85.8% | +73.3% |
| YTD | +44.2% | -29.6% | +73.7% | +57.3% |
| 1Y | +87.3% | -15.2% | +102.4% | +89.2% |
| 3Y | +509.4% | -32.2% | +541.6% | +531.9% |
| 5Y | +175.1% | -43.8% | +218.9% | +184.0% |
| 10Y | +3,203.1% | -49.5% | +3,252.6% | +3,057.9% |
| All | +1,735.1% | -54.1% | +1,789.2% | +1,600.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling