+502.5%
NTRA vs XPO
+151.0%
+351.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +0.9% | +0.9% |
| 7D | +0.2% | -5.7% | +5.9% | +1.5% |
| 30D | +4.1% | -12.8% | +16.9% | +7.1% |
| 3M | +50.0% | -20.0% | +70.0% | +56.8% |
| 6M | +67.3% | -6.0% | +73.3% | +68.0% |
| YTD | +43.6% | +34.0% | +9.5% | +31.6% |
| 1Y | +89.2% | +35.6% | +53.7% | +71.9% |
| 3Y | +502.5% | +152.3% | +350.3% | +415.6% |
| All | +502.5% | +151.0% | +351.6% | +415.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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