+502.5%
NTRA vs BTI
+109.4%
+393.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.8% |
| 7D | +0.2% | -0.2% | +0.4% | +0.2% |
| 30D | +4.1% | -1.1% | +5.2% | +4.2% |
| 3M | +50.0% | -8.8% | +58.8% | +51.3% |
| 6M | +67.3% | -4.0% | +71.3% | +67.0% |
| YTD | +43.6% | +0.4% | +43.2% | +42.0% |
| 1Y | +89.2% | +1.9% | +87.3% | +86.7% |
| 3Y | +502.5% | +108.5% | +394.0% | +383.0% |
| All | +502.5% | +109.4% | +393.2% | +383.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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