+99.0%
NTRA vs CDW
+13.2%
+85.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +12.7% | -12.1% | +0.9% |
| 7D | -7.9% | +3.7% | -11.6% | -7.8% |
| 30D | -8.1% | +26.0% | -34.1% | -7.1% |
| 3M | +42.1% | +10.1% | +32.0% | +43.3% |
| 6M | +84.8% | +26.1% | +58.8% | +83.3% |
| YTD | +70.7% | +25.9% | +44.8% | +71.8% |
| 1Y | +99.0% | +21.5% | +77.5% | +100.4% |
| All | +99.0% | +13.2% | +85.9% | +100.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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