+50.6%
HAS vs NTR
+23.2%
+27.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | +3.3% | +4.1% | -0.8% | +2.5% |
| 30D | +30.5% | +7.0% | +23.6% | +28.8% |
| 3M | +29.9% | +9.7% | +20.2% | +27.2% |
| 6M | +26.5% | +7.4% | +19.2% | +24.3% |
| YTD | +51.9% | +19.8% | +32.2% | +44.4% |
| 1Y | +60.9% | +25.4% | +35.5% | +51.2% |
| 3Y | +215.0% | +48.6% | +166.4% | +180.5% |
| All | +50.6% | +23.2% | +27.4% | +30.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling