+173.5%
NTRA vs IBN
+58.3%
+115.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | -0.1% |
| 7D | +0.2% | -3.0% | +3.2% | +1.7% |
| 30D | +4.1% | -1.5% | +5.6% | +4.8% |
| 3M | +50.0% | +7.9% | +42.1% | +44.1% |
| 6M | +67.3% | +8.6% | +58.7% | +60.2% |
| YTD | +43.6% | -0.6% | +44.1% | +42.8% |
| 1Y | +89.2% | -7.3% | +96.6% | +94.0% |
| 3Y | +502.5% | +26.2% | +476.3% | +409.2% |
| All | +173.5% | +58.3% | +115.2% | +109.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling