+89.2%
NTRA vs BRO
-27.7%
+117.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.8% |
| 7D | +0.2% | -7.3% | +7.6% | 0.0% |
| 30D | +4.1% | -6.9% | +11.0% | +3.9% |
| 3M | +50.0% | +10.7% | +39.4% | +48.7% |
| 6M | +67.3% | -2.7% | +70.0% | +61.1% |
| YTD | +43.6% | -16.3% | +59.9% | +35.1% |
| 1Y | +89.2% | -29.1% | +118.3% | +72.7% |
| All | +89.2% | -27.7% | +117.0% | +72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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