+46.5%
NTR vs WCC
+224.0%
-177.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.7% | -4.1% | -1.1% |
| 7D | -1.3% | +1.5% | -2.8% | -1.6% |
| 30D | +16.8% | -2.1% | +18.9% | +17.1% |
| 3M | +20.7% | +3.8% | +16.9% | +18.9% |
| 6M | +0.5% | +35.0% | -34.4% | -7.5% |
| YTD | +29.2% | +46.4% | -17.2% | +16.0% |
| 1Y | +39.6% | +63.0% | -23.4% | +21.2% |
| 3Y | +37.9% | +133.9% | -96.1% | +1.4% |
| All | +46.5% | +224.0% | -177.5% | -8.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling