+99.0%
NTRA vs HAS
+66.3%
+32.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.1% | -2.4% | +0.2% |
| 7D | -7.9% | +2.4% | -10.3% | -8.2% |
| 30D | -8.1% | +31.6% | -39.7% | -11.4% |
| 3M | +42.1% | +33.9% | +8.2% | +36.7% |
| 6M | +84.8% | +31.4% | +53.4% | +77.0% |
| YTD | +70.7% | +51.6% | +19.0% | +59.9% |
| 1Y | +99.0% | +65.2% | +33.9% | +84.9% |
| All | +99.0% | +66.3% | +32.7% | +84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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