+99.0%
NTRA vs HIG
+12.7%
+86.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.7% | +1.3% |
| 7D | -7.9% | +6.2% | -14.1% | -6.4% |
| 30D | -8.1% | +9.4% | -17.6% | -6.2% |
| 3M | +42.1% | -2.3% | +44.4% | +43.0% |
| 6M | +84.8% | +4.2% | +80.7% | +86.2% |
| YTD | +70.7% | +1.6% | +69.1% | +71.0% |
| 1Y | +99.0% | +9.9% | +89.2% | +96.7% |
| All | +99.0% | +12.7% | +86.3% | +96.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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