+502.5%
NTRA vs HIG
+101.1%
+401.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | +0.2% | -1.5% | +1.7% | +0.5% |
| 30D | +4.1% | -0.4% | +4.5% | +4.1% |
| 3M | +50.0% | +6.7% | +43.4% | +47.7% |
| 6M | +67.3% | +2.0% | +65.3% | +66.2% |
| YTD | +43.6% | +0.3% | +43.3% | +42.8% |
| 1Y | +89.2% | +4.2% | +85.1% | +86.3% |
| 3Y | +502.5% | +102.2% | +400.3% | +351.2% |
| All | +502.5% | +101.1% | +401.4% | +351.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling