+46.5%
NTR vs WU
-51.3%
+97.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -0.9% | -0.5% |
| 7D | -1.3% | -3.5% | +2.2% | -0.6% |
| 30D | +16.8% | -2.9% | +19.7% | +17.4% |
| 3M | +20.7% | -2.3% | +23.0% | +20.3% |
| 6M | +0.5% | -25.4% | +25.9% | +5.8% |
| YTD | +29.2% | -21.2% | +50.4% | +34.0% |
| 1Y | +39.6% | -8.9% | +48.5% | +39.5% |
| 3Y | +37.9% | -29.0% | +66.8% | +44.6% |
| All | +46.5% | -51.3% | +97.8% | +70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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