+916.1%
WDC vs NTRA
+172.0%
+744.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.4% |
| 3M | -15.5% | +50.0% | -65.5% | -22.8% |
| 6M | +66.5% | +67.3% | -0.8% | +47.5% |
| YTD | +159.9% | +43.6% | +116.3% | +137.5% |
| 1Y | +366.0% | +89.2% | +276.7% | +303.0% |
| 3Y | +1,285.8% | +502.5% | +783.3% | +869.9% |
| All | +916.1% | +172.0% | +744.1% | +670.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling