+173.5%
NTRA vs WCC
+224.0%
-50.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.9% | -0.5% |
| 7D | +0.2% | +1.5% | -1.3% | -0.4% |
| 30D | +4.1% | -2.1% | +6.2% | +4.6% |
| 3M | +50.0% | +3.8% | +46.2% | +46.2% |
| 6M | +67.3% | +35.0% | +32.3% | +46.4% |
| YTD | +43.6% | +46.4% | -2.8% | +20.8% |
| 1Y | +89.2% | +63.0% | +26.3% | +51.6% |
| 3Y | +502.5% | +133.9% | +368.6% | +287.5% |
| All | +173.5% | +224.0% | -50.5% | +47.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling