+149.7%
XBI vs NTRA
+3,199.2%
-3,049.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.6% |
| 7D | -4.6% | +0.2% | -4.9% | -4.7% |
| 30D | -2.0% | +4.1% | -6.1% | -3.0% |
| 3M | +17.8% | +50.0% | -32.2% | +5.1% |
| 6M | +23.7% | +67.3% | -43.6% | +6.6% |
| YTD | +28.2% | +43.6% | -15.3% | +14.6% |
| 1Y | +64.0% | +89.2% | -25.3% | +36.0% |
| 3Y | +99.4% | +502.5% | -403.1% | +18.1% |
| 5Y | +19.3% | +173.8% | -154.4% | -21.6% |
| All | +149.7% | +3,199.2% | -3,049.5% | -9.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling