+502.5%
NTRA vs BTG
+94.8%
+407.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | +0.2% | -3.8% | +4.0% | +0.9% |
| 30D | +4.1% | +3.6% | +0.5% | +3.4% |
| 3M | +50.0% | +32.0% | +18.0% | +42.8% |
| 6M | +67.3% | +3.4% | +63.9% | +62.8% |
| YTD | +43.6% | +20.8% | +22.8% | +36.3% |
| 1Y | +89.2% | +22.4% | +66.8% | +78.5% |
| 3Y | +502.5% | +91.7% | +410.8% | +420.4% |
| All | +502.5% | +94.8% | +407.7% | +420.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 3y: compounded portfolio wealth divided by compounded BTG 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…
3y analysis · Full analysis span regression · 6 months rolling