+502.5%
NTRA vs WWD
+167.6%
+334.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.3% |
| 7D | +0.2% | -2.6% | +2.8% | +1.3% |
| 30D | +4.1% | -6.9% | +11.0% | +6.9% |
| 3M | +50.0% | -13.0% | +63.1% | +57.2% |
| 6M | +67.3% | -12.5% | +79.8% | +74.2% |
| YTD | +43.6% | +11.8% | +31.7% | +33.3% |
| 1Y | +89.2% | +41.1% | +48.2% | +56.0% |
| 3Y | +502.5% | +163.1% | +339.5% | +255.3% |
| All | +502.5% | +167.6% | +334.9% | +255.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 3y: compounded portfolio wealth divided by compounded WWD 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…
3y analysis · Full analysis span regression · 6 months rolling