+173.5%
NTRA vs BTI
+118.0%
+55.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.7% |
| 7D | +0.2% | -0.2% | +0.4% | +0.3% |
| 30D | +4.1% | -1.1% | +5.2% | +4.2% |
| 3M | +50.0% | -8.8% | +58.8% | +52.0% |
| 6M | +67.3% | -4.0% | +71.3% | +67.3% |
| YTD | +43.6% | +0.4% | +43.2% | +41.9% |
| 1Y | +89.2% | +1.9% | +87.3% | +86.2% |
| 3Y | +502.5% | +108.5% | +394.0% | +386.1% |
| All | +173.5% | +118.0% | +55.5% | +135.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling