+2,768.3%
NTRA vs DOC
+23.6%
+2,744.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.7% | +2.6% |
| 7D | -18.2% | +1.0% | -19.3% | -18.6% |
| 30D | -19.6% | +8.1% | -27.7% | -22.7% |
| 3M | +2.3% | +0.9% | +1.4% | +1.3% |
| 6M | +60.6% | +6.3% | +54.3% | +54.9% |
| YTD | +39.6% | +33.8% | +5.8% | +19.8% |
| 1Y | +54.7% | +21.6% | +33.1% | +38.6% |
| 3Y | +584.3% | +53.4% | +530.9% | +432.5% |
| 5Y | +182.5% | -21.0% | +203.5% | +204.0% |
| 10Y | +2,768.3% | +22.5% | +2,745.8% | +2,429.7% |
| All | +2,768.3% | +23.6% | +2,744.7% | +2,429.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling