+1,727.4%
NTRA vs WY
+8.5%
+1,718.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +55.6% |
| 6M | +67.3% | -3.3% | +70.6% | +68.8% |
| YTD | +43.6% | -4.4% | +48.0% | +44.4% |
| 1Y | +89.2% | -11.5% | +100.7% | +96.9% |
| 3Y | +502.5% | -24.3% | +526.9% | +559.0% |
| 5Y | +173.8% | -21.3% | +195.1% | +196.8% |
| 10Y | +3,189.3% | +7.0% | +3,182.3% | +2,755.1% |
| All | +1,727.4% | +8.5% | +1,718.9% | +1,418.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling