+1,727.4%
NTRA vs BTG
+345.7%
+1,381.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | +0.2% | -3.8% | +4.0% | +0.7% |
| 30D | +4.1% | +3.6% | +0.5% | +3.6% |
| 3M | +50.0% | +32.0% | +18.0% | +45.3% |
| 6M | +67.3% | +3.4% | +63.9% | +65.3% |
| YTD | +43.6% | +20.8% | +22.8% | +39.1% |
| 1Y | +89.2% | +22.4% | +66.8% | +82.4% |
| 3Y | +502.5% | +91.7% | +410.8% | +447.0% |
| 5Y | +173.8% | +79.0% | +94.8% | +149.7% |
| 10Y | +3,189.3% | +152.6% | +3,036.7% | +2,980.0% |
| All | +1,727.4% | +345.7% | +1,381.7% | +1,578.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling