+3,203.1%
NTRA vs EXPD
+316.4%
+2,886.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.6% | +1.3% |
| 7D | +1.6% | +1.2% | +0.4% | +1.1% |
| 30D | +3.8% | +5.2% | -1.4% | +1.4% |
| 3M | +48.2% | +13.2% | +35.0% | +39.7% |
| 6M | +61.0% | +30.3% | +30.6% | +40.7% |
| YTD | +44.2% | +27.0% | +17.2% | +26.1% |
| 1Y | +87.3% | +57.3% | +30.0% | +45.6% |
| 3Y | +509.4% | +70.0% | +439.4% | +339.1% |
| 5Y | +175.1% | +61.6% | +113.5% | +97.9% |
| 10Y | +3,203.1% | +321.1% | +2,882.0% | +1,266.9% |
| All | +3,203.1% | +316.4% | +2,886.7% | +1,266.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 10y: compounded portfolio wealth divided by compounded EXPD 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…
10y analysis · Full analysis span regression · 6 months rolling