+172.5%
NTRA vs EXPD
+60.9%
+111.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.7% |
| 7D | +1.1% | -0.9% | +2.0% | +1.4% |
| 30D | +0.6% | +4.1% | -3.4% | -0.8% |
| 3M | +51.8% | +13.8% | +38.1% | +44.8% |
| 6M | +63.6% | +27.3% | +36.3% | +48.6% |
| YTD | +41.5% | +25.4% | +16.1% | +28.0% |
| 1Y | +93.6% | +54.4% | +39.3% | +58.9% |
| 3Y | +498.0% | +67.9% | +430.2% | +354.2% |
| 5Y | +172.5% | +59.2% | +113.3% | +92.2% |
| All | +172.5% | +60.9% | +111.5% | +92.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling