+502.5%
NTRA vs HRB
+25.9%
+476.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.8% |
| 7D | +0.2% | -8.0% | +8.3% | +1.0% |
| 30D | +4.1% | -16.0% | +20.1% | +5.8% |
| 3M | +50.0% | +26.9% | +23.2% | +45.3% |
| 6M | +67.3% | +51.1% | +16.2% | +57.6% |
| YTD | +43.6% | +7.1% | +36.5% | +41.7% |
| 1Y | +89.2% | -9.6% | +98.9% | +91.2% |
| 3Y | +502.5% | +25.4% | +477.1% | +430.1% |
| All | +502.5% | +25.9% | +476.7% | +430.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling