+54.7%
NTRA vs DOC
+22.3%
+32.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.7% | +2.5% |
| 7D | -18.2% | +1.0% | -19.3% | -18.4% |
| 30D | -19.6% | +8.1% | -27.7% | -21.1% |
| 3M | +2.3% | +0.9% | +1.4% | +2.3% |
| 6M | +60.6% | +6.3% | +54.3% | +57.9% |
| YTD | +39.6% | +33.8% | +5.8% | +30.0% |
| 1Y | +54.7% | +21.6% | +33.1% | +47.9% |
| All | +54.7% | +22.3% | +32.4% | +47.9% |
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