+171.4%
NTRA vs HDB
-38.6%
+210.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -0.8% |
| 7D | -0.5% | -6.2% | +5.7% | +2.0% |
| 30D | +4.3% | -6.2% | +10.5% | +6.7% |
| 3M | +50.6% | -5.9% | +56.5% | +53.5% |
| 6M | +63.9% | -25.9% | +89.8% | +82.5% |
| YTD | +42.4% | -40.2% | +82.6% | +70.7% |
| 1Y | +92.1% | -38.0% | +130.1% | +126.6% |
| 3Y | +501.7% | -30.5% | +532.2% | +557.1% |
| 5Y | +171.4% | -38.1% | +209.6% | +230.7% |
| All | +171.4% | -38.6% | +210.1% | +230.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling