+97.0%
NTRA vs HIG
+5.1%
+92.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.3% | 0.0% |
| 7D | +0.6% | +0.3% | +0.3% | +0.6% |
| 30D | +19.5% | -3.2% | +22.7% | +19.1% |
| 3M | +47.8% | +9.1% | +38.6% | +48.2% |
| 6M | +61.6% | -1.8% | +63.4% | +58.9% |
| YTD | +43.3% | +1.8% | +41.5% | +42.7% |
| 1Y | +97.0% | +4.6% | +92.5% | +95.4% |
| All | +97.0% | +5.1% | +92.0% | +95.4% |
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