+90.2%
NTR vs XPO
+469.5%
-379.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -1.3% | -5.7% | +4.4% | -0.2% |
| 30D | +16.8% | -12.8% | +29.6% | +19.8% |
| 3M | +20.7% | -20.0% | +40.7% | +25.7% |
| 6M | +0.5% | -6.0% | +6.6% | +0.8% |
| YTD | +29.2% | +34.0% | -4.9% | +19.5% |
| 1Y | +39.6% | +35.6% | +4.0% | +28.0% |
| 3Y | +37.9% | +152.3% | -114.4% | +3.7% |
| 5Y | +47.1% | +264.4% | -217.3% | -4.3% |
| All | +90.2% | +469.5% | -379.3% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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