+21.3%
SHW vs NTRA
+507.7%
-486.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +1.0% | +1.7% |
| 7D | -3.1% | +0.2% | -3.3% | -3.1% |
| 30D | -10.0% | +4.1% | -14.1% | -10.5% |
| 3M | +2.3% | +50.0% | -47.8% | -2.8% |
| 6M | +0.7% | +67.3% | -66.6% | -5.9% |
| YTD | +0.5% | +43.6% | -43.1% | -4.8% |
| 1Y | -11.5% | +89.2% | -100.7% | -19.1% |
| 3Y | +21.3% | +502.5% | -481.2% | -9.6% |
| All | +21.3% | +507.7% | -486.3% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 NTRA 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