+1,285.8%
WDC vs NTRA
+507.7%
+778.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.8% | -3.2% |
| 7D | -4.3% | +0.2% | -4.5% | -4.4% |
| 30D | -1.5% | +4.1% | -5.6% | -2.7% |
| 3M | -15.5% | +50.0% | -65.5% | -25.7% |
| 6M | +66.5% | +67.3% | -0.8% | +39.6% |
| YTD | +159.9% | +43.6% | +116.3% | +128.8% |
| 1Y | +366.0% | +89.2% | +276.7% | +276.8% |
| 3Y | +1,285.8% | +502.5% | +783.3% | +726.2% |
| All | +1,285.8% | +507.7% | +778.2% | +726.2% |
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