+184.7%
HIMS vs NTRA
+898.8%
-714.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.9% | -1.5% |
| 7D | -2.7% | +1.6% | -4.3% | -3.2% |
| 30D | -12.2% | +3.8% | -15.9% | -12.9% |
| 3M | -3.7% | +48.2% | -52.0% | -13.6% |
| 6M | +25.9% | +61.0% | -35.1% | +9.2% |
| YTD | -14.1% | +44.2% | -58.3% | -23.5% |
| 1Y | -41.6% | +87.3% | -128.9% | -51.5% |
| 3Y | +327.3% | +509.4% | -182.2% | +170.4% |
| 5Y | +207.9% | +175.1% | +32.8% | +109.5% |
| All | +184.7% | +898.8% | -714.1% | +82.6% |
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