+173.5%
NTRA vs BN
+33.2%
+140.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.4% | +0.5% |
| 7D | +0.2% | -5.2% | +5.4% | +3.9% |
| 30D | +4.1% | -14.5% | +18.6% | +15.7% |
| 3M | +50.0% | -15.0% | +65.0% | +66.8% |
| 6M | +67.3% | -5.4% | +72.7% | +72.3% |
| YTD | +43.6% | -16.4% | +60.0% | +59.4% |
| 1Y | +89.2% | -16.2% | +105.5% | +109.0% |
| 3Y | +502.5% | +67.5% | +435.0% | +267.0% |
| All | +173.5% | +33.2% | +140.4% | +106.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling