+1,272.2%
MUU vs NTAP
+48.6%
+1,223.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.5% | -2.7% | -1.9% |
| 7D | +24.7% | +7.2% | +17.5% | +15.1% |
| 30D | -35.1% | -18.4% | -16.8% | -10.7% |
| 3M | -44.3% | -11.3% | -32.9% | -32.2% |
| 6M | -44.4% | +53.8% | -98.2% | -69.3% |
| YTD | +244.9% | +72.0% | +173.0% | +50.2% |
| 1Y | +365.6% | +68.0% | +297.6% | +116.4% |
| All | +1,272.2% | +48.6% | +1,223.6% | +614.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 5y: compounded portfolio wealth divided by compounded NTAP 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…
5y analysis · Full analysis span regression · 6 months rolling