+99.0%
NTRA vs HDB
-32.8%
+131.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.6% | -4.9% | -0.8% |
| 7D | -7.9% | +12.9% | -20.8% | -11.0% |
| 30D | -8.1% | +10.0% | -18.2% | -10.7% |
| 3M | +42.1% | +1.8% | +40.3% | +41.6% |
| 6M | +84.8% | -2.1% | +86.9% | +86.7% |
| YTD | +70.7% | -33.4% | +104.1% | +69.3% |
| 1Y | +99.0% | -32.9% | +131.9% | +96.3% |
| All | +99.0% | -32.8% | +131.9% | +96.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 1y: compounded portfolio wealth divided by compounded HDB 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…
1y analysis · Full analysis span regression · 6 months rolling