+69.6%
PBR vs NTRA
+96.0%
-26.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -1.9% |
| 7D | +8.6% | +0.6% | +8.0% | +8.7% |
| 30D | +12.8% | +19.5% | -6.7% | +15.5% |
| 3M | +14.7% | +47.8% | -33.1% | +20.3% |
| 6M | +25.2% | +61.6% | -36.5% | +32.8% |
| YTD | +77.1% | +43.3% | +33.9% | +85.9% |
| 1Y | +69.6% | +97.0% | -27.5% | +84.6% |
| All | +69.6% | +96.0% | -26.4% | +84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 NTRA 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