+99.0%
NTRA vs ALHC
-51.4%
+150.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +10.1% | -9.5% | -1.2% |
| 7D | -7.9% | -0.5% | -7.4% | -7.9% |
| 30D | -8.1% | -4.2% | -3.9% | -7.9% |
| 3M | +42.1% | -39.8% | +81.9% | +54.6% |
| 6M | +84.8% | -57.7% | +142.6% | +112.7% |
| YTD | +70.7% | -58.8% | +129.5% | +97.7% |
| 1Y | +99.0% | -52.4% | +151.4% | +129.8% |
| All | +99.0% | -51.4% | +150.5% | +129.8% |
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