+1,727.4%
NTRA vs BRKR
+171.1%
+1,556.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | +0.2% | -8.7% | +8.9% | +4.5% |
| 30D | +4.1% | -9.9% | +14.0% | +9.0% |
| 3M | +50.0% | -3.1% | +53.1% | +47.3% |
| 6M | +67.3% | +45.5% | +21.8% | +31.7% |
| YTD | +43.6% | +13.7% | +29.9% | +26.8% |
| 1Y | +89.2% | +67.4% | +21.8% | +35.0% |
| 3Y | +502.5% | -13.2% | +515.8% | +449.4% |
| 5Y | +173.8% | -39.5% | +213.2% | +203.2% |
| 10Y | +3,189.3% | +153.5% | +3,035.8% | +1,540.6% |
| All | +1,727.4% | +171.1% | +1,556.2% | +750.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling