+557.4%
NTRA vs IWD
+85.1%
+472.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.5% |
| 7D | +2.7% | +2.3% | +0.4% | -0.1% |
| 30D | -19.2% | +3.6% | -22.8% | -22.4% |
| 3M | +2.7% | +2.2% | +0.5% | +0.2% |
| 6M | +63.4% | +13.0% | +50.4% | +40.9% |
| YTD | +39.3% | +26.5% | +12.8% | +4.1% |
| 1Y | +59.0% | +30.1% | +28.9% | +14.5% |
| 3Y | +557.4% | +84.9% | +472.5% | +170.1% |
| All | +557.4% | +85.1% | +472.2% | +170.1% |
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