+99.0%
NTRA vs FHN
+14.6%
+84.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.1% |
| 7D | -7.9% | +2.3% | -10.2% | -8.5% |
| 30D | -8.1% | +1.6% | -9.8% | -8.6% |
| 3M | +42.1% | -8.4% | +50.5% | +46.5% |
| 6M | +84.8% | -2.3% | +87.1% | +84.1% |
| YTD | +70.7% | +1.5% | +69.2% | +65.6% |
| 1Y | +99.0% | +15.0% | +84.0% | +88.6% |
| All | +99.0% | +14.6% | +84.5% | +88.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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