+605.9%
NTRA vs DOC
+49.4%
+556.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.8% | +1.4% | +2.6% |
| 7D | -15.4% | +5.9% | -21.3% | -16.9% |
| 30D | -20.0% | +10.3% | -30.3% | -22.6% |
| 3M | -0.5% | -2.2% | +1.7% | +0.1% |
| 6M | +64.9% | +8.2% | +56.7% | +60.2% |
| YTD | +39.9% | +35.4% | +4.5% | +25.4% |
| 1Y | +60.5% | +23.6% | +36.9% | +48.4% |
| 3Y | +605.9% | +57.3% | +548.6% | +456.5% |
| All | +605.9% | +49.4% | +556.5% | +456.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling