+502.5%
NTRA vs DOV
+37.0%
+465.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.4% |
| 7D | +0.2% | -2.0% | +2.2% | +1.2% |
| 30D | +4.1% | -8.9% | +13.0% | +9.0% |
| 3M | +50.0% | -13.3% | +63.3% | +60.0% |
| 6M | +67.3% | -9.7% | +77.0% | +73.7% |
| YTD | +43.6% | -2.5% | +46.0% | +41.3% |
| 1Y | +89.2% | +7.2% | +82.0% | +74.7% |
| 3Y | +502.5% | +39.4% | +463.1% | +335.3% |
| All | +502.5% | +37.0% | +465.5% | +335.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling