+103.6%
HAL vs NTRA
+171.1%
-67.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.6% | -2.7% |
| 7D | -3.3% | -0.5% | -2.8% | -3.2% |
| 30D | +7.2% | +4.3% | +2.9% | +6.8% |
| 3M | -8.8% | +50.6% | -59.4% | -12.7% |
| 6M | +3.0% | +63.9% | -61.0% | -2.9% |
| YTD | +29.4% | +42.4% | -13.0% | +23.7% |
| 1Y | +62.8% | +92.1% | -29.3% | +49.9% |
| 3Y | -6.4% | +501.7% | -508.2% | -25.6% |
| 5Y | +103.6% | +171.4% | -67.8% | +60.8% |
| All | +103.6% | +171.1% | -67.5% | +60.8% |
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