+505.1%
NTRA vs ALHC
+151.5%
+353.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.2% | +5.1% | +2.3% |
| 7D | +1.6% | -4.1% | +5.7% | +2.1% |
| 30D | +3.8% | -5.4% | +9.2% | +4.4% |
| 3M | +48.2% | -32.1% | +80.4% | +54.5% |
| 6M | +61.0% | -28.5% | +89.4% | +65.7% |
| YTD | +44.2% | -34.0% | +78.2% | +49.5% |
| 1Y | +87.3% | -20.9% | +108.2% | +91.0% |
| All | +505.1% | +151.5% | +353.5% | +532.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling