+502.5%
NTRA vs HSY
-9.3%
+511.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.4% | +0.8% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | +4.1% | -5.2% | +9.3% | +3.9% |
| 3M | +50.0% | -3.4% | +53.4% | +49.9% |
| 6M | +67.3% | -19.2% | +86.5% | +66.3% |
| YTD | +43.6% | -2.6% | +46.2% | +43.4% |
| 1Y | +89.2% | -3.8% | +93.0% | +89.0% |
| 3Y | +502.5% | -10.6% | +513.2% | +453.5% |
| All | +502.5% | -9.3% | +511.9% | +453.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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