+1,700.8%
NTRA vs CDW
+378.7%
+1,322.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.2% | +4.0% | +1.1% |
| 7D | +1.1% | -3.9% | +4.9% | +2.8% |
| 30D | +0.6% | +6.9% | -6.3% | -2.8% |
| 3M | +51.8% | +7.7% | +44.2% | +43.4% |
| 6M | +63.6% | +18.3% | +45.3% | +42.9% |
| YTD | +41.5% | +7.8% | +33.7% | +27.8% |
| 1Y | +93.6% | -12.2% | +105.8% | +93.8% |
| 3Y | +498.0% | -28.9% | +527.0% | +545.7% |
| 5Y | +172.5% | -22.8% | +195.2% | +174.0% |
| 10Y | +2,960.8% | +266.1% | +2,694.8% | +1,498.6% |
| All | +1,700.8% | +378.7% | +1,322.1% | +828.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling