+174.9%
NTRA vs CDW
-23.9%
+198.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +2.4% |
| 7D | +1.6% | -4.2% | +5.8% | +2.9% |
| 30D | +3.8% | +4.9% | -1.1% | +1.9% |
| 3M | +48.2% | +7.3% | +41.0% | +42.4% |
| 6M | +61.0% | +19.2% | +41.8% | +44.5% |
| YTD | +44.2% | +6.2% | +38.0% | +34.6% |
| 1Y | +87.3% | -14.0% | +101.3% | +92.7% |
| 3Y | +509.4% | -30.0% | +539.4% | +559.7% |
| All | +174.9% | -23.9% | +198.8% | +172.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling