+497.4%
NTRA vs HAS
+45.4%
+452.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.6% | -1.6% |
| 7D | -0.5% | -3.1% | +2.6% | +0.3% |
| 30D | +4.3% | -6.4% | +10.7% | +6.0% |
| 3M | +50.6% | +10.4% | +40.3% | +46.1% |
| 6M | +63.9% | -3.7% | +67.6% | +64.2% |
| YTD | +42.4% | +12.5% | +29.9% | +35.9% |
| 1Y | +92.1% | +19.8% | +72.2% | +79.4% |
| All | +497.4% | +45.4% | +452.1% | +353.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling