+97.0%
NTRA vs CPB
-32.6%
+129.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.5% | +0.2% |
| 7D | +0.6% | -8.6% | +9.2% | +0.6% |
| 30D | +19.5% | -7.2% | +26.7% | +19.3% |
| 3M | +47.8% | +0.9% | +46.9% | +47.6% |
| 6M | +61.6% | -11.8% | +73.5% | +59.0% |
| YTD | +43.3% | -19.4% | +62.7% | +39.3% |
| 1Y | +97.0% | -30.4% | +127.4% | +91.8% |
| All | +97.0% | -32.6% | +129.6% | +91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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