+1,727.4%
NTRA vs BTI
+107.2%
+1,620.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.6% |
| 7D | +0.2% | -0.2% | +0.4% | +0.3% |
| 30D | +4.1% | -1.1% | +5.2% | +4.3% |
| 3M | +50.0% | -8.8% | +58.8% | +53.5% |
| 6M | +67.3% | -4.0% | +71.3% | +67.8% |
| YTD | +43.6% | +0.4% | +43.2% | +41.3% |
| 1Y | +89.2% | +1.9% | +87.3% | +84.9% |
| 3Y | +502.5% | +108.5% | +394.0% | +350.6% |
| 5Y | +173.8% | +118.5% | +55.2% | +97.8% |
| 10Y | +3,189.3% | +75.1% | +3,114.2% | +2,270.6% |
| All | +1,727.4% | +107.2% | +1,620.2% | +1,180.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling