+1,711.9%
NTRA vs HSY
+157.0%
+1,554.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.2% | -2.5% | -1.6% |
| 7D | -0.5% | -0.4% | -0.1% | -0.4% |
| 30D | +4.3% | -3.4% | +7.7% | +5.2% |
| 3M | +50.6% | -0.5% | +51.2% | +50.2% |
| 6M | +63.9% | -19.1% | +83.1% | +72.6% |
| YTD | +42.4% | -2.1% | +44.4% | +41.0% |
| 1Y | +92.1% | -3.2% | +95.3% | +90.4% |
| 3Y | +501.7% | -8.8% | +510.5% | +496.0% |
| 5Y | +171.4% | +13.0% | +158.5% | +137.9% |
| 10Y | +3,161.4% | +130.9% | +3,030.5% | +2,415.3% |
| All | +1,711.9% | +157.0% | +1,554.9% | +1,320.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling