+99.0%
NTRA vs DOV
+21.2%
+77.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -7.9% | +2.2% | -10.1% | -8.2% |
| 30D | -8.1% | +11.2% | -19.3% | -10.0% |
| 3M | +42.1% | +1.6% | +40.5% | +41.6% |
| 6M | +84.8% | -3.2% | +88.1% | +84.8% |
| YTD | +70.7% | +9.7% | +61.0% | +66.1% |
| 1Y | +99.0% | +20.5% | +78.5% | +90.4% |
| All | +99.0% | +21.2% | +77.8% | +90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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