+89.2%
NTRA vs WEC
-0.3%
+89.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +0.2% | -0.6% | +0.8% | +0.2% |
| 30D | +4.1% | -2.6% | +6.7% | +3.8% |
| 3M | +50.0% | -6.0% | +56.1% | +49.6% |
| 6M | +67.3% | -5.4% | +72.7% | +67.7% |
| YTD | +43.6% | +2.5% | +41.1% | +46.8% |
| 1Y | +89.2% | -0.7% | +90.0% | +94.4% |
| All | +89.2% | -0.3% | +89.5% | +94.4% |
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