+99.0%
NTRA vs IBB
+42.2%
+56.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | -2.4% |
| 7D | -7.9% | +2.2% | -10.1% | -10.0% |
| 30D | -8.1% | +6.3% | -14.5% | -14.2% |
| 3M | +42.1% | +16.3% | +25.8% | +19.0% |
| 6M | +84.8% | +30.0% | +54.9% | +36.0% |
| YTD | +70.7% | +31.1% | +39.5% | +24.8% |
| 1Y | +99.0% | +42.0% | +57.1% | +39.6% |
| All | +99.0% | +42.2% | +56.8% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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