+99.0%
NTRA vs WCC
+24.5%
+74.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -9.9% | +10.5% | +2.7% |
| 7D | -7.9% | -8.8% | +0.9% | -6.1% |
| 30D | -8.1% | -16.0% | +7.9% | -5.1% |
| 3M | +42.1% | -15.2% | +57.3% | +46.2% |
| 6M | +84.8% | -8.4% | +93.2% | +84.4% |
| YTD | +70.7% | +30.1% | +40.6% | +49.8% |
| 1Y | +99.0% | +26.4% | +72.6% | +74.3% |
| All | +99.0% | +24.5% | +74.6% | +74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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