+502.5%
NTRA vs CHD
+0.7%
+501.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.6% | +0.8% |
| 7D | +0.2% | -4.5% | +4.7% | +0.4% |
| 30D | +4.1% | -6.7% | +10.8% | +4.3% |
| 3M | +50.0% | -2.7% | +52.8% | +50.0% |
| 6M | +67.3% | -4.9% | +72.2% | +67.4% |
| YTD | +43.6% | +13.3% | +30.2% | +42.3% |
| 1Y | +89.2% | +1.0% | +88.2% | +88.8% |
| 3Y | +502.5% | +1.3% | +501.2% | +403.5% |
| All | +502.5% | +0.7% | +501.9% | +403.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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