+97.0%
NTRA vs BR
-29.1%
+126.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.5% | +0.6% |
| 7D | +0.6% | -5.3% | +5.9% | +1.3% |
| 30D | +19.5% | +6.4% | +13.1% | +18.5% |
| 3M | +47.8% | +13.6% | +34.1% | +45.0% |
| 6M | +61.6% | -6.7% | +68.3% | +54.0% |
| YTD | +43.3% | -21.1% | +64.4% | +37.0% |
| 1Y | +97.0% | -29.6% | +126.6% | +98.0% |
| All | +97.0% | -29.1% | +126.1% | +98.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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