+173.5%
NTRA vs BLDR
+10.9%
+162.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +0.1% |
| 7D | +0.2% | -8.2% | +8.5% | +3.0% |
| 30D | +4.1% | -16.6% | +20.7% | +10.1% |
| 3M | +50.0% | -23.2% | +73.2% | +61.6% |
| 6M | +67.3% | -33.7% | +101.0% | +87.8% |
| YTD | +43.6% | -41.3% | +84.9% | +65.4% |
| 1Y | +89.2% | -58.8% | +148.1% | +144.7% |
| 3Y | +502.5% | -57.5% | +560.0% | +592.6% |
| All | +173.5% | +10.9% | +162.6% | +86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling