+1,735.1%
NTRA vs WU
-36.8%
+1,771.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.1% |
| 7D | +1.6% | -4.9% | +6.5% | +2.9% |
| 30D | +3.8% | -1.3% | +5.0% | +4.0% |
| 3M | +48.2% | -3.6% | +51.8% | +47.8% |
| 6M | +61.0% | -24.3% | +85.3% | +71.7% |
| YTD | +44.2% | -21.1% | +65.3% | +51.4% |
| 1Y | +87.3% | -10.3% | +97.6% | +87.8% |
| 3Y | +509.4% | -28.4% | +537.8% | +541.4% |
| 5Y | +175.1% | -51.2% | +226.3% | +219.7% |
| 10Y | +3,203.1% | -39.6% | +3,242.7% | +3,117.7% |
| All | +1,735.1% | -36.8% | +1,771.8% | +1,694.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling