+99.0%
NTRA vs WU
-18.0%
+117.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.4% | -4.8% | +0.5% |
| 7D | -7.9% | +8.2% | -16.1% | -8.1% |
| 30D | -8.1% | +8.0% | -16.2% | -8.4% |
| 3M | +42.1% | -6.6% | +48.7% | +42.6% |
| 6M | +84.8% | -23.3% | +108.1% | +85.0% |
| YTD | +70.7% | -22.4% | +93.1% | +71.1% |
| 1Y | +99.0% | -18.0% | +117.0% | +104.6% |
| All | +99.0% | -18.0% | +117.0% | +104.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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