+173.5%
NTRA vs DOV
+14.8%
+158.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.3% |
| 7D | +0.2% | -2.0% | +2.2% | +1.4% |
| 30D | +4.1% | -8.9% | +13.0% | +10.1% |
| 3M | +50.0% | -13.3% | +63.3% | +62.3% |
| 6M | +67.3% | -9.7% | +77.0% | +75.3% |
| YTD | +43.6% | -2.5% | +46.0% | +41.6% |
| 1Y | +89.2% | +7.2% | +82.0% | +73.7% |
| 3Y | +502.5% | +39.4% | +463.1% | +341.7% |
| All | +173.5% | +14.8% | +158.7% | +110.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling