-66.4%
HUBS vs NTRA
+172.0%
-238.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.5% |
| 7D | -9.0% | +0.2% | -9.2% | -9.1% |
| 30D | +7.2% | +4.1% | +3.1% | +5.4% |
| 3M | +20.9% | +50.0% | -29.2% | +2.3% |
| 6M | -13.0% | +67.3% | -80.3% | -29.8% |
| YTD | -43.8% | +43.6% | -87.4% | -52.1% |
| 1Y | -54.6% | +89.2% | -143.9% | -65.3% |
| 3Y | -58.5% | +502.5% | -561.0% | -80.7% |
| All | -66.4% | +172.0% | -238.4% | -80.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling