+97.0%
NTRA vs DOV
+11.5%
+85.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.8% | -0.1% |
| 7D | +0.6% | -2.7% | +3.3% | +1.2% |
| 30D | +19.5% | -8.1% | +27.6% | +21.7% |
| 3M | +47.8% | -9.4% | +57.2% | +50.2% |
| 6M | +61.6% | -12.6% | +74.3% | +64.4% |
| YTD | +43.3% | -0.5% | +43.7% | +41.1% |
| 1Y | +97.0% | +9.2% | +87.8% | +86.6% |
| All | +97.0% | +11.5% | +85.5% | +86.6% |
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