+1,700.8%
NTRA vs BUD
-18.2%
+1,719.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.5% | -1.0% |
| 7D | +1.1% | +0.8% | +0.3% | +0.8% |
| 30D | +0.6% | -4.8% | +5.4% | +2.2% |
| 3M | +51.8% | +1.4% | +50.5% | +50.8% |
| 6M | +63.6% | +9.9% | +53.7% | +57.2% |
| YTD | +41.5% | +26.3% | +15.1% | +29.1% |
| 1Y | +93.6% | +36.1% | +57.5% | +71.5% |
| 3Y | +498.0% | +48.6% | +449.5% | +405.2% |
| 5Y | +172.5% | +45.0% | +127.5% | +129.3% |
| 10Y | +2,960.8% | -23.1% | +2,983.9% | +2,517.6% |
| All | +1,700.8% | -18.2% | +1,719.0% | +1,383.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling