+558.9%
NTRA vs HAS
+221.5%
+337.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.8% | +0.7% | +2.1% |
| 7D | -18.2% | +2.0% | -20.2% | -18.6% |
| 30D | -19.6% | +30.9% | -50.5% | -24.4% |
| 3M | +2.3% | +28.8% | -26.5% | -3.6% |
| 6M | +60.6% | +32.3% | +28.3% | +49.8% |
| YTD | +39.6% | +54.7% | -15.1% | +24.5% |
| 1Y | +54.7% | +63.2% | -8.5% | +35.8% |
| All | +558.9% | +221.5% | +337.4% | +330.5% |
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