+2,659.5%
NTRA vs EQH
+234.7%
+2,424.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.6% | +0.3% |
| 7D | +0.2% | +0.7% | -0.5% | -0.1% |
| 30D | +4.1% | +2.8% | +1.3% | +2.7% |
| 3M | +50.0% | +23.1% | +27.0% | +36.2% |
| 6M | +67.3% | +41.4% | +25.9% | +42.0% |
| YTD | +43.6% | +14.3% | +29.3% | +33.0% |
| 1Y | +89.2% | +1.6% | +87.6% | +83.6% |
| 3Y | +502.5% | +102.7% | +399.8% | +323.0% |
| 5Y | +173.8% | +104.5% | +69.2% | +89.6% |
| All | +2,659.5% | +234.7% | +2,424.8% | +1,259.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 all: compounded portfolio wealth divided by compounded EQH 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…
all analysis · Full analysis span regression · 6 months rolling