+1,735.1%
NTRA vs HBM
+256.6%
+1,478.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.0% |
| 7D | +1.6% | +5.5% | -3.9% | +0.3% |
| 30D | +3.8% | +3.3% | +0.5% | +2.9% |
| 3M | +48.2% | +12.7% | +35.6% | +42.9% |
| 6M | +61.0% | +28.2% | +32.8% | +49.0% |
| YTD | +44.2% | +45.3% | -1.1% | +28.7% |
| 1Y | +87.3% | +121.7% | -34.4% | +51.1% |
| 3Y | +509.4% | +523.5% | -14.1% | +276.9% |
| 5Y | +175.1% | +393.9% | -218.8% | +71.3% |
| 10Y | +3,203.1% | +647.9% | +2,555.2% | +1,555.2% |
| All | +1,735.1% | +256.6% | +1,478.5% | +801.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling