+171.2%
NTRA vs BWA
+84.5%
+86.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -1.9% | -1.5% |
| 7D | -0.5% | -0.1% | -0.4% | -0.5% |
| 30D | +4.3% | -5.5% | +9.8% | +6.2% |
| 3M | +50.6% | -7.6% | +58.3% | +54.1% |
| 6M | +63.9% | +25.0% | +39.0% | +48.6% |
| YTD | +42.4% | +47.0% | -4.6% | +18.4% |
| 1Y | +92.1% | +54.0% | +38.1% | +55.8% |
| 3Y | +501.7% | +70.7% | +431.1% | +347.6% |
| All | +171.2% | +84.5% | +86.7% | +81.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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