+1,700.8%
NTRA vs HDB
+62.4%
+1,638.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.0% | +1.8% | -0.2% |
| 7D | +1.1% | -2.0% | +3.1% | +1.8% |
| 30D | +0.6% | -4.9% | +5.5% | +2.3% |
| 3M | +51.8% | -2.3% | +54.1% | +52.6% |
| 6M | +63.6% | -23.7% | +87.3% | +79.2% |
| YTD | +41.5% | -38.5% | +80.0% | +66.2% |
| 1Y | +93.6% | -36.5% | +130.1% | +124.6% |
| 3Y | +498.0% | -28.5% | +526.5% | +548.5% |
| 5Y | +172.5% | -37.4% | +209.8% | +205.5% |
| 10Y | +2,960.8% | +34.0% | +2,926.8% | +2,666.3% |
| All | +1,700.8% | +62.4% | +1,638.4% | +1,495.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling