+97.0%
NTRA vs HRB
+1.1%
+96.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.0% | +4.1% | +0.3% |
| 7D | +0.6% | -5.7% | +6.3% | +0.8% |
| 30D | +19.5% | +7.9% | +11.6% | +19.1% |
| 3M | +47.8% | +32.1% | +15.6% | +45.0% |
| 6M | +61.6% | +62.2% | -0.6% | +55.7% |
| YTD | +43.3% | +16.4% | +26.9% | +36.6% |
| 1Y | +97.0% | -0.3% | +97.3% | +84.8% |
| All | +97.0% | +1.1% | +96.0% | +84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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