+505.1%
NTRA vs IWD
+69.9%
+435.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.6% |
| 7D | +1.6% | -1.2% | +2.8% | +3.0% |
| 30D | +3.8% | -1.6% | +5.4% | +5.9% |
| 3M | +48.2% | +7.0% | +41.2% | +36.1% |
| 6M | +61.0% | +17.0% | +44.0% | +32.1% |
| YTD | +44.2% | +21.6% | +22.6% | +12.4% |
| 1Y | +87.3% | +28.0% | +59.3% | +36.8% |
| All | +505.1% | +69.9% | +435.2% | +170.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 3y: compounded portfolio wealth divided by compounded IWD 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…
3y analysis · Full analysis span regression · 6 months rolling