+497.4%
NTRA vs BN
+69.2%
+428.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | 0.0% | -0.6% |
| 7D | -0.5% | -5.9% | +5.4% | +2.9% |
| 30D | +4.3% | -15.1% | +19.4% | +13.9% |
| 3M | +50.6% | -14.6% | +65.2% | +63.6% |
| 6M | +63.9% | -8.4% | +72.4% | +71.0% |
| YTD | +42.4% | -16.8% | +59.2% | +55.2% |
| 1Y | +92.1% | -14.4% | +106.5% | +105.5% |
| All | +497.4% | +69.2% | +428.2% | +295.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling