+1,723.2%
NTRA vs IWD
+216.8%
+1,506.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.8% | +1.0% |
| 7D | +0.6% | -0.3% | +0.9% | +0.9% |
| 30D | +19.5% | +0.6% | +18.9% | +18.8% |
| 3M | +47.8% | +7.2% | +40.5% | +35.7% |
| 6M | +61.6% | +16.2% | +45.4% | +34.9% |
| YTD | +43.3% | +23.3% | +19.9% | +11.0% |
| 1Y | +97.0% | +29.6% | +67.5% | +43.9% |
| 3Y | +424.9% | +70.5% | +354.5% | +176.9% |
| 5Y | +165.2% | +73.5% | +91.7% | +40.7% |
| 10Y | +3,114.3% | +198.3% | +2,916.0% | +899.2% |
| All | +1,723.2% | +216.8% | +1,506.5% | +455.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling