+497.4%
NTRA vs RBA
+25.0%
+472.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -0.9% |
| 7D | -0.5% | -3.3% | +2.8% | +0.7% |
| 30D | +4.3% | -9.8% | +14.1% | +7.9% |
| 3M | +50.6% | -23.5% | +74.1% | +62.9% |
| 6M | +63.9% | -21.5% | +85.5% | +75.5% |
| YTD | +42.4% | -21.2% | +63.5% | +51.1% |
| 1Y | +92.1% | -30.2% | +122.3% | +113.7% |
| All | +497.4% | +25.0% | +472.4% | +431.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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