+1,711.9%
NTRA vs WCN
+448.3%
+1,263.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.1% | -0.6% |
| 7D | -0.5% | -4.4% | +4.0% | +2.3% |
| 30D | +4.3% | -4.4% | +8.7% | +7.2% |
| 3M | +50.6% | +0.5% | +50.2% | +49.1% |
| 6M | +63.9% | -3.3% | +67.2% | +65.0% |
| YTD | +42.4% | -8.5% | +50.9% | +47.8% |
| 1Y | +92.1% | -8.9% | +101.0% | +99.0% |
| 3Y | +501.7% | +18.0% | +483.7% | +412.0% |
| 5Y | +171.4% | +25.0% | +146.4% | +118.2% |
| 10Y | +3,161.4% | +234.7% | +2,926.7% | +1,705.7% |
| All | +1,711.9% | +448.3% | +1,263.6% | +760.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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