+1,676.8%
NTRA vs HAS
+142.0%
+1,534.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.8% | +0.7% | +1.9% |
| 7D | -18.2% | +2.0% | -20.2% | -18.7% |
| 30D | -19.6% | +30.9% | -50.5% | -27.1% |
| 3M | +2.3% | +28.8% | -26.5% | -6.9% |
| 6M | +60.6% | +32.3% | +28.3% | +43.6% |
| YTD | +39.6% | +54.7% | -15.1% | +17.0% |
| 1Y | +54.7% | +63.2% | -8.5% | +26.9% |
| 3Y | +584.3% | +220.7% | +363.6% | +316.0% |
| 5Y | +182.5% | +53.3% | +129.2% | +126.8% |
| 10Y | +2,768.3% | +104.2% | +2,664.1% | +1,839.9% |
| All | +1,676.8% | +142.0% | +1,534.8% | +1,073.6% |
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