+99.0%
NTRA vs BTSG
+111.7%
-12.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -7.9% | +17.4% | -25.3% | -11.3% |
| 30D | -8.1% | +12.6% | -20.7% | -10.6% |
| 3M | +42.1% | +11.2% | +30.9% | +38.5% |
| 6M | +84.8% | +30.4% | +54.5% | +67.2% |
| YTD | +70.7% | +86.4% | -15.7% | +32.6% |
| 1Y | +99.0% | +117.9% | -18.9% | +43.6% |
| All | +99.0% | +111.7% | -12.7% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 1y: compounded portfolio wealth divided by compounded BTSG 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…
1y analysis · Full analysis span regression · 6 months rolling