+173.5%
NTRA vs HBM
+327.6%
-154.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +1.0% |
| 7D | +0.2% | -3.3% | +3.5% | +0.9% |
| 30D | +4.1% | -4.8% | +8.9% | +5.1% |
| 3M | +50.0% | -0.4% | +50.5% | +48.4% |
| 6M | +67.3% | +17.9% | +49.4% | +56.0% |
| YTD | +43.6% | +33.7% | +9.9% | +27.9% |
| 1Y | +89.2% | +95.6% | -6.3% | +50.7% |
| 3Y | +502.5% | +458.1% | +44.4% | +237.7% |
| All | +173.5% | +327.6% | -154.1% | +70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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