+2,914.3%
NTRA vs LDOS
+254.8%
+2,659.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.7% | -3.1% |
| 7D | -19.7% | +1.9% | -21.6% | -20.2% |
| 30D | -22.1% | +12.8% | -34.9% | -26.2% |
| 3M | -2.0% | -1.0% | -1.0% | -2.3% |
| 6M | +60.6% | +6.2% | +54.4% | +53.8% |
| YTD | +36.2% | -23.2% | +59.4% | +49.3% |
| 1Y | +51.0% | -29.5% | +80.5% | +72.1% |
| 3Y | +567.5% | +37.1% | +530.4% | +428.4% |
| 5Y | +191.6% | +55.6% | +136.0% | +109.6% |
| 10Y | +2,914.3% | +249.4% | +2,664.9% | +1,109.9% |
| All | +2,914.3% | +254.8% | +2,659.5% | +1,109.9% |
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