+99.0%
NTRA vs DOC
+21.8%
+77.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.1% | -2.5% | -0.1% |
| 7D | -7.9% | +8.7% | -16.6% | -9.7% |
| 30D | -8.1% | +7.6% | -15.8% | -9.9% |
| 3M | +42.1% | -5.3% | +47.4% | +44.8% |
| 6M | +84.8% | +27.6% | +57.2% | +71.9% |
| YTD | +70.7% | +32.4% | +38.3% | +59.3% |
| 1Y | +99.0% | +22.9% | +76.2% | +89.0% |
| All | +99.0% | +21.8% | +77.2% | +89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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