+1,735.1%
NTRA vs WCC
+430.9%
+1,304.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.3% | +3.2% | +2.4% |
| 7D | +1.6% | +6.8% | -5.2% | -1.0% |
| 30D | +3.8% | -3.0% | +6.8% | +4.7% |
| 3M | +48.2% | +0.2% | +48.0% | +46.2% |
| 6M | +61.0% | +33.2% | +27.8% | +40.6% |
| YTD | +44.2% | +45.8% | -1.6% | +20.5% |
| 1Y | +87.3% | +68.4% | +18.9% | +46.6% |
| 3Y | +509.4% | +131.1% | +378.3% | +291.3% |
| 5Y | +175.1% | +225.6% | -50.5% | +45.0% |
| 10Y | +3,203.1% | +534.2% | +2,668.9% | +992.1% |
| All | +1,735.1% | +430.9% | +1,304.2% | +607.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling