+173.5%
NTRA vs XPO
+261.3%
-87.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +0.9% | +0.9% |
| 7D | +0.2% | -5.7% | +5.9% | +2.1% |
| 30D | +4.1% | -12.8% | +16.9% | +8.6% |
| 3M | +50.0% | -20.0% | +70.0% | +60.3% |
| 6M | +67.3% | -6.0% | +73.3% | +68.4% |
| YTD | +43.6% | +34.0% | +9.5% | +26.2% |
| 1Y | +89.2% | +35.6% | +53.7% | +64.0% |
| 3Y | +502.5% | +152.3% | +350.3% | +280.9% |
| All | +173.5% | +261.3% | -87.7% | +36.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling