+89.2%
NTRA vs IBN
-5.9%
+95.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | +0.1% |
| 7D | +0.2% | -3.0% | +3.2% | +1.4% |
| 30D | +4.1% | -1.5% | +5.6% | +4.7% |
| 3M | +50.0% | +7.9% | +42.1% | +45.1% |
| 6M | +67.3% | +8.6% | +58.7% | +59.4% |
| YTD | +43.6% | -0.6% | +44.1% | +36.7% |
| 1Y | +89.2% | -7.3% | +96.6% | +75.1% |
| All | +89.2% | -5.9% | +95.2% | +75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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