+99.0%
NTRA vs USHY
+1.9%
+97.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | -2.6% |
| 7D | -7.9% | -0.2% | -7.7% | -6.7% |
| 30D | -8.1% | +0.7% | -8.8% | -10.7% |
| 3M | +42.1% | -2.2% | +44.3% | +59.9% |
| 6M | +84.8% | -0.9% | +85.7% | +93.1% |
| YTD | +70.7% | +0.2% | +70.5% | +70.2% |
| 1Y | +99.0% | +1.7% | +97.3% | +84.7% |
| All | +99.0% | +1.9% | +97.2% | +84.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 1y: compounded portfolio wealth divided by compounded USHY 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…
1y analysis · Full analysis span regression · 6 months rolling