+198.5%
WELL vs NTRA
+502.5%
-304.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | 0.0% |
| 7D | -2.2% | -0.5% | -1.8% | -2.2% |
| 30D | +4.7% | +4.3% | +0.4% | +4.5% |
| 3M | +11.9% | +50.6% | -38.7% | +9.7% |
| 6M | +14.3% | +63.9% | -49.6% | +11.2% |
| YTD | +28.4% | +42.4% | -14.0% | +25.7% |
| 1Y | +42.3% | +92.1% | -49.8% | +36.8% |
| All | +198.5% | +502.5% | -304.1% | +144.0% |
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