+3,059.8%
NTRA vs MOH
+264.4%
+2,795.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.0% | -1.1% | +0.4% |
| 7D | +0.2% | +1.7% | -1.5% | -0.2% |
| 30D | +4.1% | -0.9% | +5.0% | +4.2% |
| 3M | +50.0% | +5.7% | +44.3% | +47.0% |
| 6M | +67.3% | +39.1% | +28.2% | +51.4% |
| YTD | +43.6% | +17.7% | +25.9% | +32.9% |
| 1Y | +89.2% | +8.4% | +80.9% | +76.7% |
| 3Y | +502.5% | -36.6% | +539.1% | +515.6% |
| 5Y | +173.8% | -19.1% | +192.8% | +150.4% |
| All | +3,059.8% | +264.4% | +2,795.4% | +1,773.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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