+502.5%
NTRA vs HDB
-26.2%
+528.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.9% | -6.0% | -0.7% |
| 7D | +0.2% | +0.7% | -0.5% | 0.0% |
| 30D | +4.1% | +1.0% | +3.1% | +3.8% |
| 3M | +50.0% | -2.0% | +52.0% | +50.7% |
| 6M | +67.3% | -18.1% | +85.4% | +73.3% |
| YTD | +43.6% | -36.1% | +79.7% | +53.6% |
| 1Y | +89.2% | -34.0% | +123.3% | +101.1% |
| 3Y | +502.5% | -26.7% | +529.2% | +488.1% |
| All | +502.5% | -26.2% | +528.8% | +488.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling