+97.0%
NTRA vs ALHC
-16.6%
+113.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.6% | -0.6% | +1.2% | +0.7% |
| 30D | +19.5% | -1.0% | +20.5% | +19.8% |
| 3M | +47.8% | -10.2% | +57.9% | +47.9% |
| 6M | +61.6% | -28.3% | +89.9% | +68.0% |
| YTD | +43.3% | -31.4% | +74.7% | +51.6% |
| 1Y | +97.0% | -16.9% | +114.0% | +100.8% |
| All | +97.0% | -16.6% | +113.7% | +100.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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