+173.5%
NTRA vs SBAC
-43.5%
+217.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.2% | -1.4% | +0.2% |
| 7D | +0.2% | -2.1% | +2.3% | +0.8% |
| 30D | +4.1% | +2.0% | +2.1% | +3.4% |
| 3M | +50.0% | -8.3% | +58.3% | +53.3% |
| 6M | +67.3% | +0.3% | +67.0% | +64.2% |
| YTD | +43.6% | -2.2% | +45.8% | +41.4% |
| 1Y | +89.2% | -4.6% | +93.9% | +88.0% |
| 3Y | +502.5% | -8.3% | +510.8% | +475.0% |
| All | +173.5% | -43.5% | +217.0% | +283.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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