+97.0%
NTRA vs HAS
+20.3%
+76.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.2% |
| 7D | +0.6% | -1.8% | +2.4% | +0.9% |
| 30D | +19.5% | +2.3% | +17.2% | +19.0% |
| 3M | +47.8% | +10.4% | +37.4% | +44.9% |
| 6M | +61.6% | -3.2% | +64.9% | +61.2% |
| YTD | +43.3% | +15.4% | +27.8% | +36.1% |
| 1Y | +97.0% | +18.8% | +78.2% | +78.6% |
| All | +97.0% | +20.3% | +76.7% | +78.6% |
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