-7.1%
HAL vs NTRA
+507.7%
-514.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.7% |
| 7D | -3.3% | +0.2% | -3.5% | -3.3% |
| 30D | +8.2% | +4.1% | +4.1% | +7.9% |
| 3M | -9.4% | +50.0% | -59.5% | -11.7% |
| 6M | +0.6% | +67.3% | -66.7% | -3.2% |
| YTD | +28.6% | +43.6% | -15.0% | +25.2% |
| 1Y | +63.9% | +89.2% | -25.3% | +54.3% |
| 3Y | -7.1% | +502.5% | -509.7% | -13.9% |
| All | -7.1% | +507.7% | -514.8% | -13.9% |
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