+505.1%
NTRA vs IBB
+63.1%
+442.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.8% |
| 7D | +1.6% | -3.9% | +5.5% | +5.7% |
| 30D | +3.8% | +2.7% | +1.0% | +0.7% |
| 3M | +48.2% | +21.4% | +26.9% | +22.2% |
| 6M | +61.0% | +20.1% | +40.9% | +34.9% |
| YTD | +44.2% | +21.9% | +22.3% | +19.0% |
| 1Y | +87.3% | +44.1% | +43.2% | +32.1% |
| All | +505.1% | +63.1% | +442.0% | +277.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling