+99.0%
NTRA vs WEC
+9.7%
+89.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.7% | +1.1% |
| 7D | -7.9% | +6.9% | -14.8% | -6.8% |
| 30D | -8.1% | +16.6% | -24.7% | -6.0% |
| 3M | +42.1% | +9.1% | +33.0% | +44.9% |
| 6M | +84.8% | +3.2% | +81.6% | +87.8% |
| YTD | +70.7% | +14.9% | +55.8% | +77.0% |
| 1Y | +99.0% | +9.2% | +89.9% | +111.5% |
| All | +99.0% | +9.7% | +89.4% | +111.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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