+44.4%
HAS vs NTR
+40.7%
+3.7%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -4.8% | +0.5% | -5.4% | -4.9% |
| 30D | -5.1% | +21.7% | -26.9% | -8.7% |
| 3M | +6.4% | +22.8% | -16.4% | +2.1% |
| 6M | -5.6% | +8.2% | -13.9% | -7.6% |
| YTD | +11.0% | +32.9% | -22.0% | +2.9% |
| 1Y | +16.8% | +45.3% | -28.5% | +5.2% |
| All | +44.4% | +40.7% | +3.7% | +28.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling