+182.5%
NTRA vs HAS
+54.3%
+128.2%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.8% | +0.7% | +1.8% |
| 7D | -18.2% | +2.0% | -20.2% | -18.8% |
| 30D | -19.6% | +30.9% | -50.5% | -27.4% |
| 3M | +2.3% | +28.8% | -26.5% | -7.3% |
| 6M | +60.6% | +32.3% | +28.3% | +42.9% |
| YTD | +39.6% | +54.7% | -15.1% | +15.5% |
| 1Y | +54.7% | +63.2% | -8.5% | +24.8% |
| 3Y | +584.3% | +220.7% | +363.6% | +273.7% |
| 5Y | +182.5% | +53.3% | +129.2% | +143.3% |
| All | +182.5% | +54.3% | +128.2% | +143.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling