+1,711.9%
NTRA vs HRB
+129.9%
+1,582.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.1% |
| 7D | -0.5% | -12.2% | +11.7% | +2.0% |
| 30D | +4.3% | -3.0% | +7.3% | +4.5% |
| 3M | +50.6% | +21.7% | +28.9% | +43.5% |
| 6M | +63.9% | +52.3% | +11.6% | +47.8% |
| YTD | +42.4% | +6.5% | +35.9% | +38.1% |
| 1Y | +92.1% | -6.7% | +98.8% | +91.1% |
| 3Y | +501.7% | +25.1% | +476.6% | +450.1% |
| 5Y | +171.4% | +113.8% | +57.7% | +121.1% |
| 10Y | +3,161.4% | +204.8% | +2,956.6% | +2,389.6% |
| All | +1,711.9% | +129.9% | +1,582.0% | +1,102.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling