+173.5%
NTRA vs BUD
+44.8%
+128.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.1% | +0.6% |
| 7D | +0.2% | -2.6% | +2.9% | +1.1% |
| 30D | +4.1% | -1.2% | +5.3% | +4.4% |
| 3M | +50.0% | -4.9% | +54.9% | +52.1% |
| 6M | +67.3% | +9.3% | +58.0% | +60.4% |
| YTD | +43.6% | +24.0% | +19.6% | +30.3% |
| 1Y | +89.2% | +34.5% | +54.7% | +65.4% |
| 3Y | +502.5% | +43.7% | +458.9% | +398.1% |
| All | +173.5% | +44.8% | +128.8% | +123.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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