+173.5%
NTRA vs WPM
+263.6%
-90.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | +0.2% |
| 7D | +0.2% | -0.6% | +0.8% | +0.4% |
| 30D | +4.1% | +14.4% | -10.3% | -0.4% |
| 3M | +50.0% | +37.0% | +13.1% | +35.6% |
| 6M | +67.3% | +4.1% | +63.2% | +62.9% |
| YTD | +43.6% | +31.7% | +11.9% | +27.0% |
| 1Y | +89.2% | +44.2% | +45.1% | +60.8% |
| 3Y | +502.5% | +265.5% | +237.1% | +235.5% |
| All | +173.5% | +263.6% | -90.1% | +51.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling