+3,059.8%
NTRA vs THC
+1,022.1%
+2,037.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | +0.2% | -0.5% | +0.7% | +0.4% |
| 30D | +4.1% | -1.2% | +5.3% | +4.3% |
| 3M | +50.0% | +52.3% | -2.2% | +33.3% |
| 6M | +67.3% | +12.4% | +54.9% | +60.4% |
| YTD | +43.6% | +32.7% | +10.9% | +31.1% |
| 1Y | +89.2% | +36.4% | +52.9% | +70.6% |
| 3Y | +502.5% | +259.3% | +243.2% | +309.4% |
| 5Y | +173.8% | +262.7% | -88.9% | +79.5% |
| All | +3,059.8% | +1,022.1% | +2,037.7% | +1,321.2% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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