+3,059.8%
NTRA vs HRB
+209.1%
+2,850.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.7% |
| 7D | +0.2% | -8.0% | +8.3% | +1.9% |
| 30D | +4.1% | -16.0% | +20.1% | +7.7% |
| 3M | +50.0% | +26.9% | +23.2% | +41.4% |
| 6M | +67.3% | +51.1% | +16.2% | +50.4% |
| YTD | +43.6% | +7.1% | +36.5% | +39.0% |
| 1Y | +89.2% | -9.6% | +98.9% | +89.8% |
| 3Y | +502.5% | +25.4% | +477.1% | +447.3% |
| 5Y | +173.8% | +114.9% | +58.9% | +119.6% |
| All | +3,059.8% | +209.1% | +2,850.6% | +2,393.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling