+99.0%
NTRA vs WY
+0.3%
+98.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.6% | -5.0% | +0.8% |
| 7D | -7.9% | +13.3% | -21.2% | -7.9% |
| 30D | -8.1% | +17.6% | -25.8% | -8.5% |
| 3M | +42.1% | -15.0% | +57.1% | +45.3% |
| 6M | +84.8% | -5.9% | +90.7% | +88.3% |
| YTD | +70.7% | -5.7% | +76.4% | +79.1% |
| 1Y | +99.0% | -0.2% | +99.3% | +115.4% |
| All | +99.0% | +0.3% | +98.7% | +115.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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