+173.5%
NTRA vs WING
-33.2%
+206.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.0% | -5.1% | -1.0% |
| 7D | +0.2% | +7.2% | -7.0% | -1.9% |
| 30D | +4.1% | +4.8% | -0.7% | +1.9% |
| 3M | +50.0% | -23.7% | +73.7% | +60.5% |
| 6M | +67.3% | -43.6% | +110.9% | +95.0% |
| YTD | +43.6% | -50.6% | +94.2% | +71.6% |
| 1Y | +89.2% | -57.0% | +146.3% | +134.3% |
| 3Y | +502.5% | -28.3% | +530.8% | +411.8% |
| All | +173.5% | -33.2% | +206.7% | +117.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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