+97.0%
NTRA vs BN
-6.5%
+103.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.4% | +0.3% |
| 7D | +0.6% | -2.5% | +3.1% | +1.7% |
| 30D | +19.5% | -9.5% | +29.0% | +25.1% |
| 3M | +47.8% | -10.4% | +58.1% | +55.4% |
| 6M | +61.6% | -6.4% | +68.0% | +64.0% |
| YTD | +43.3% | -11.9% | +55.1% | +47.1% |
| 1Y | +97.0% | -8.6% | +105.6% | +95.9% |
| All | +97.0% | -6.5% | +103.5% | +95.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 1y: compounded portfolio wealth divided by compounded BN 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…
1y analysis · Full analysis span regression · 6 months rolling