+1,735.1%
NTRA vs XHB
+194.0%
+1,541.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +3.0% |
| 7D | +1.6% | -1.9% | +3.5% | +3.0% |
| 30D | +3.8% | -8.3% | +12.1% | +10.5% |
| 3M | +48.2% | -7.1% | +55.4% | +55.9% |
| 6M | +61.0% | -5.3% | +66.2% | +66.2% |
| YTD | +44.2% | -3.2% | +47.4% | +44.3% |
| 1Y | +87.3% | -13.9% | +101.1% | +103.7% |
| 3Y | +509.4% | +24.9% | +484.5% | +360.1% |
| 5Y | +175.1% | +34.5% | +140.6% | +93.0% |
| 10Y | +3,203.1% | +215.5% | +2,987.6% | +1,003.1% |
| All | +1,735.1% | +194.0% | +1,541.1% | +512.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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