+173.5%
NTRA vs WY
-22.2%
+195.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.5% | +0.7% |
| 7D | +0.2% | -4.2% | +4.4% | +2.4% |
| 30D | +4.1% | -10.1% | +14.2% | +9.7% |
| 3M | +50.0% | -8.5% | +58.5% | +55.7% |
| 6M | +67.3% | -3.3% | +70.6% | +68.7% |
| YTD | +43.6% | -4.4% | +48.0% | +44.2% |
| 1Y | +89.2% | -11.5% | +100.7% | +97.7% |
| 3Y | +502.5% | -24.3% | +526.9% | +562.3% |
| All | +173.5% | -22.2% | +195.8% | +225.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling