+41.8%
NTR vs WCC
+61.8%
-20.0%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.9% | -5.4% | -1.5% |
| 7D | +8.1% | +4.5% | +3.6% | +8.2% |
| 30D | +18.8% | -5.8% | +24.5% | +18.7% |
| 3M | +16.2% | -3.7% | +19.9% | +16.5% |
| 6M | +9.8% | +23.1% | -13.3% | +10.6% |
| YTD | +30.9% | +44.2% | -13.3% | +31.5% |
| 1Y | +41.8% | +62.1% | -20.3% | +45.0% |
| All | +41.8% | +61.8% | -20.0% | +45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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