+97.0%
NTRA vs GWW
+31.2%
+65.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | +0.1% |
| 7D | +0.6% | +1.4% | -0.8% | +0.5% |
| 30D | +19.5% | +3.3% | +16.2% | +19.1% |
| 3M | +47.8% | +2.9% | +44.8% | +47.0% |
| 6M | +61.6% | +15.8% | +45.9% | +56.7% |
| YTD | +43.3% | +32.0% | +11.2% | +37.5% |
| 1Y | +97.0% | +29.9% | +67.1% | +92.2% |
| All | +97.0% | +31.2% | +65.9% | +92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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