+2,960.8%
NTRA vs LDOS
+260.1%
+2,700.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.6% | 0.0% |
| 7D | +1.1% | -7.1% | +8.2% | +4.2% |
| 30D | +0.6% | -6.1% | +6.7% | +3.1% |
| 3M | +51.8% | +5.6% | +46.2% | +46.4% |
| 6M | +63.6% | -26.9% | +90.5% | +86.0% |
| YTD | +41.5% | -27.9% | +69.4% | +60.2% |
| 1Y | +93.6% | -26.8% | +120.4% | +116.7% |
| 3Y | +498.0% | +39.6% | +458.5% | +368.5% |
| 5Y | +172.5% | +39.4% | +133.1% | +107.2% |
| 10Y | +2,960.8% | +260.0% | +2,700.9% | +1,165.8% |
| All | +2,960.8% | +260.1% | +2,700.7% | +1,165.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 10y: compounded portfolio wealth divided by compounded LDOS 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…
10y analysis · Full analysis span regression · 6 months rolling