+1,723.2%
NTRA vs HAS
+80.5%
+1,642.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | +0.6% | -1.8% | +2.4% | +1.2% |
| 30D | +19.5% | +2.3% | +17.2% | +18.5% |
| 3M | +47.8% | +10.4% | +37.4% | +41.8% |
| 6M | +61.6% | -3.2% | +64.9% | +61.8% |
| YTD | +43.3% | +15.4% | +27.8% | +33.7% |
| 1Y | +97.0% | +18.8% | +78.2% | +81.4% |
| 3Y | +424.9% | +43.9% | +381.0% | +334.1% |
| 5Y | +165.2% | +13.9% | +151.3% | +137.1% |
| 10Y | +3,114.3% | +56.4% | +3,057.9% | +2,312.6% |
| All | +1,723.2% | +80.5% | +1,642.7% | +1,241.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling