+1,735.1%
NTRA vs BLDR
+370.8%
+1,364.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.9% | +3.8% | +2.5% |
| 7D | +1.6% | -2.7% | +4.3% | +2.4% |
| 30D | +3.8% | -14.7% | +18.5% | +9.0% |
| 3M | +48.2% | -20.8% | +69.1% | +58.5% |
| 6M | +61.0% | -35.3% | +96.3% | +83.2% |
| YTD | +44.2% | -40.3% | +84.5% | +66.4% |
| 1Y | +87.3% | -56.3% | +143.6% | +138.4% |
| 3Y | +509.4% | -56.1% | +565.5% | +619.3% |
| 5Y | +175.1% | +12.9% | +162.2% | +120.8% |
| 10Y | +3,203.1% | +386.5% | +2,816.6% | +1,313.4% |
| All | +1,735.1% | +370.8% | +1,364.3% | +621.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling