+1,735.1%
NTRA vs WWD
+553.2%
+1,181.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.1% |
| 7D | +1.6% | +0.6% | +0.9% | +1.3% |
| 30D | +3.8% | -5.1% | +8.9% | +5.9% |
| 3M | +48.2% | -11.2% | +59.5% | +54.4% |
| 6M | +61.0% | -12.0% | +73.0% | +67.9% |
| YTD | +44.2% | +12.0% | +32.2% | +34.5% |
| 1Y | +87.3% | +42.8% | +44.5% | +56.1% |
| 3Y | +509.4% | +168.9% | +340.5% | +280.0% |
| 5Y | +175.1% | +192.2% | -17.1% | +61.5% |
| 10Y | +3,203.1% | +495.3% | +2,707.8% | +1,234.1% |
| All | +1,735.1% | +553.2% | +1,181.9% | +655.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling