+173.5%
NTRA vs BRKR
-39.7%
+213.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | +0.2% | -8.7% | +8.9% | +4.0% |
| 30D | +4.1% | -9.9% | +14.0% | +8.5% |
| 3M | +50.0% | -3.1% | +53.1% | +47.4% |
| 6M | +67.3% | +45.5% | +21.8% | +34.1% |
| YTD | +43.6% | +13.7% | +29.9% | +28.0% |
| 1Y | +89.2% | +67.4% | +21.8% | +38.5% |
| 3Y | +502.5% | -13.2% | +515.8% | +447.3% |
| All | +173.5% | -39.7% | +213.3% | +203.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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