+1,723.2%
NTRA vs EXPD
+365.7%
+1,357.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.2% |
| 7D | +0.6% | -1.1% | +1.7% | +1.1% |
| 30D | +19.5% | +4.1% | +15.4% | +17.5% |
| 3M | +47.8% | +17.9% | +29.9% | +37.6% |
| 6M | +61.6% | +29.2% | +32.4% | +43.4% |
| YTD | +43.3% | +27.4% | +15.9% | +26.6% |
| 1Y | +97.0% | +56.8% | +40.2% | +56.9% |
| 3Y | +424.9% | +68.0% | +356.9% | +293.0% |
| 5Y | +165.2% | +61.9% | +103.3% | +96.8% |
| 10Y | +3,114.3% | +316.0% | +2,798.3% | +1,600.1% |
| All | +1,723.2% | +365.7% | +1,357.5% | +913.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling