+115.8%
NTRA vs BIYA
-99.8%
+215.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.2% |
| 7D | -0.5% | -1.3% | +0.8% | -0.5% |
| 30D | +4.3% | -15.9% | +20.2% | +4.0% |
| 3M | +50.6% | -81.2% | +131.9% | +49.4% |
| 6M | +63.9% | -88.2% | +152.2% | +65.1% |
| YTD | +42.4% | -94.1% | +136.5% | +42.9% |
| 1Y | +92.1% | -98.7% | +190.7% | +93.1% |
| All | +115.8% | -99.8% | +215.5% | +117.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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