+58.5%
HAS vs NTR
+23.4%
+35.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -2.0% |
| 7D | +1.6% | -1.4% | +3.0% | +1.6% |
| 30D | +26.6% | +2.2% | +24.4% | +26.6% |
| 3M | +29.0% | +6.8% | +22.2% | +28.6% |
| 6M | +30.6% | +0.6% | +30.0% | +30.5% |
| YTD | +51.5% | +18.2% | +33.3% | +50.3% |
| 1Y | +58.5% | +21.3% | +37.2% | +55.9% |
| All | +58.5% | +23.4% | +35.1% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 1y: compounded portfolio wealth divided by compounded NTR 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…
1y analysis · Full analysis span regression · 6 months rolling