+1,723.2%
NTRA vs DOC
+13.2%
+1,710.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.9% |
| 7D | +0.6% | -1.5% | +2.1% | +1.2% |
| 30D | +19.5% | -4.8% | +24.3% | +22.1% |
| 3M | +47.8% | +6.9% | +40.9% | +43.5% |
| 6M | +61.6% | +20.7% | +40.9% | +48.4% |
| YTD | +43.3% | +34.1% | +9.1% | +25.4% |
| 1Y | +97.0% | +22.6% | +74.4% | +78.5% |
| 3Y | +424.9% | +20.8% | +404.1% | +368.5% |
| 5Y | +165.2% | -24.9% | +190.0% | +188.6% |
| 10Y | +3,114.3% | -1.8% | +3,116.1% | +2,921.0% |
| All | +1,723.2% | +13.2% | +1,710.0% | +1,468.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling