+56.5%
NTRA vs DOC
+20.9%
+35.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.6% | +0.7% | -15.3% | -14.7% |
| 7D | -25.0% | +6.5% | -31.5% | -26.1% |
| 30D | -21.5% | +9.2% | -30.6% | -23.2% |
| 3M | +17.1% | -2.5% | +19.6% | +18.3% |
| 6M | +44.4% | +7.1% | +37.4% | +41.7% |
| YTD | +35.6% | +33.0% | +2.6% | +27.0% |
| 1Y | +56.5% | +23.3% | +33.3% | +48.5% |
| All | +56.5% | +20.9% | +35.6% | +48.5% |
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