+1,723.2%
NTRA vs IBB
+74.6%
+1,648.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +1.2% |
| 7D | +0.6% | +1.4% | -0.8% | -1.0% |
| 30D | +19.5% | +10.5% | +9.0% | +6.7% |
| 3M | +47.8% | +23.6% | +24.1% | +16.2% |
| 6M | +61.6% | +22.6% | +39.0% | +29.1% |
| YTD | +43.3% | +25.7% | +17.6% | +11.0% |
| 1Y | +97.0% | +51.4% | +45.7% | +23.3% |
| 3Y | +424.9% | +64.4% | +360.5% | +195.3% |
| 5Y | +165.2% | +22.1% | +143.0% | +116.4% |
| 10Y | +3,114.3% | +132.5% | +2,981.8% | +1,438.7% |
| All | +1,723.2% | +74.6% | +1,648.6% | +911.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling