+1,735.1%
NTRA vs WPM
+944.6%
+790.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +1.7% |
| 7D | +1.6% | +3.9% | -2.3% | +0.9% |
| 30D | +3.8% | +17.7% | -13.9% | +0.8% |
| 3M | +48.2% | +39.4% | +8.8% | +40.0% |
| 6M | +61.0% | +6.4% | +54.5% | +58.0% |
| YTD | +44.2% | +34.0% | +10.2% | +35.5% |
| 1Y | +87.3% | +50.5% | +36.8% | +72.2% |
| 3Y | +509.4% | +280.3% | +229.1% | +377.9% |
| 5Y | +175.1% | +266.3% | -91.2% | +114.4% |
| 10Y | +3,203.1% | +550.8% | +2,652.3% | +2,498.2% |
| All | +1,735.1% | +944.6% | +790.4% | +1,298.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling