+9.9%
HAL vs NTRA
+1,700.8%
-1,690.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.6% |
| 7D | +0.5% | +1.1% | -0.6% | +0.3% |
| 30D | +15.9% | +0.6% | +15.3% | +15.8% |
| 3M | -8.7% | +51.8% | -60.6% | -14.7% |
| 6M | +9.0% | +63.6% | -54.6% | -0.1% |
| YTD | +32.0% | +41.5% | -9.5% | +23.3% |
| 1Y | +72.5% | +93.6% | -21.2% | +53.0% |
| 3Y | -4.5% | +498.0% | -502.6% | -30.7% |
| 5Y | +109.7% | +172.5% | -62.8% | +60.9% |
| 10Y | +1.2% | +2,960.8% | -2,959.6% | -49.5% |
| All | +9.9% | +1,700.8% | -1,690.8% | -45.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling