+59.0%
NTRA vs EXPD
+40.4%
+18.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.7% | -1.1% |
| 7D | +2.7% | +5.5% | -2.8% | +2.2% |
| 30D | -19.2% | -0.8% | -18.4% | -19.2% |
| 3M | +2.7% | +4.1% | -1.5% | +2.6% |
| 6M | +63.4% | +25.7% | +37.7% | +64.4% |
| YTD | +39.3% | +31.4% | +7.9% | +38.9% |
| 1Y | +59.0% | +42.2% | +16.8% | +59.4% |
| All | +59.0% | +40.4% | +18.6% | +59.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling