+175.1%
NTRA vs HAS
+10.8%
+164.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +2.5% |
| 7D | +1.6% | -4.8% | +6.4% | +3.5% |
| 30D | +3.8% | -5.1% | +8.9% | +5.7% |
| 3M | +48.2% | +6.4% | +41.9% | +43.9% |
| 6M | +61.0% | -5.6% | +66.6% | +62.5% |
| YTD | +44.2% | +11.0% | +33.2% | +35.6% |
| 1Y | +87.3% | +16.8% | +70.5% | +71.8% |
| 3Y | +509.4% | +44.0% | +465.4% | +391.6% |
| 5Y | +175.1% | +11.0% | +164.1% | +173.3% |
| All | +175.1% | +10.8% | +164.3% | +173.3% |
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