+173.5%
NTRA vs WEC
+30.6%
+142.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +0.2% | -0.6% | +0.8% | +0.3% |
| 30D | +4.1% | -2.6% | +6.7% | +4.5% |
| 3M | +50.0% | -6.0% | +56.1% | +51.3% |
| 6M | +67.3% | -5.4% | +72.7% | +68.5% |
| YTD | +43.6% | +2.5% | +41.1% | +42.6% |
| 1Y | +89.2% | -0.7% | +90.0% | +88.8% |
| 3Y | +502.5% | +38.7% | +463.8% | +446.8% |
| All | +173.5% | +30.6% | +142.9% | +157.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling