+99.0%
NTRA vs WPM
+38.8%
+60.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +12.0% | -11.4% | -2.0% |
| 7D | -7.9% | +3.9% | -11.8% | -8.7% |
| 30D | -8.1% | -3.5% | -4.6% | -7.5% |
| 3M | +42.1% | +14.1% | +28.0% | +38.8% |
| 6M | +84.8% | +6.2% | +78.6% | +81.4% |
| YTD | +70.7% | +12.4% | +58.3% | +61.0% |
| 1Y | +99.0% | +40.0% | +59.1% | +82.7% |
| All | +99.0% | +38.8% | +60.3% | +82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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