+95.7%
NTR vs WCN
+142.5%
-46.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.5% |
| 7D | +0.5% | -1.7% | +2.3% | +1.3% |
| 30D | +21.7% | -3.0% | +24.7% | +23.3% |
| 3M | +22.8% | +2.5% | +20.2% | +20.9% |
| 6M | +8.2% | -5.7% | +13.9% | +10.2% |
| YTD | +32.9% | -7.4% | +40.4% | +36.3% |
| 1Y | +45.3% | -8.6% | +54.0% | +49.5% |
| 3Y | +41.7% | +19.4% | +22.3% | +25.2% |
| 5Y | +49.8% | +27.2% | +22.6% | +25.5% |
| All | +95.7% | +142.5% | -46.8% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 all: compounded portfolio wealth divided by compounded WCN 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…
all analysis · Full analysis span regression · 6 months rolling