+502.5%
NTRA vs MOH
-36.3%
+538.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.0% | -1.1% | +0.9% |
| 7D | +0.2% | +1.7% | -1.5% | +0.2% |
| 30D | +4.1% | -0.9% | +5.0% | +4.1% |
| 3M | +50.0% | +5.7% | +44.3% | +50.0% |
| 6M | +67.3% | +39.1% | +28.2% | +67.9% |
| YTD | +43.6% | +17.7% | +25.9% | +44.3% |
| 1Y | +89.2% | +8.4% | +80.9% | +90.3% |
| 3Y | +502.5% | -36.6% | +539.1% | +501.2% |
| All | +502.5% | -36.3% | +538.8% | +501.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling