+89.2%
NTRA vs WAT
+38.4%
+50.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.2% |
| 7D | +0.2% | -0.3% | +0.5% | +0.3% |
| 30D | +4.1% | -1.9% | +6.0% | +4.9% |
| 3M | +50.0% | +13.5% | +36.5% | +42.9% |
| 6M | +67.3% | +37.2% | +30.1% | +50.4% |
| YTD | +43.6% | +7.5% | +36.1% | +35.2% |
| 1Y | +89.2% | +35.0% | +54.2% | +62.0% |
| All | +89.2% | +38.4% | +50.9% | +62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 1y: compounded portfolio wealth divided by compounded WAT 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…
1y analysis · Full analysis span regression · 6 months rolling