+136.7%
NTAP vs MUB
+2.2%
+134.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +3.3% | -0.3% | +3.6% | +3.5% |
| 30D | -0.2% | -1.5% | +1.3% | +1.2% |
| 3M | +11.4% | -1.9% | +13.3% | +13.3% |
| 6M | +88.7% | -1.7% | +90.4% | +91.7% |
| YTD | +78.9% | -0.8% | +79.7% | +80.4% |
| 1Y | +58.8% | +1.5% | +57.3% | +57.1% |
| 3Y | +153.5% | +8.8% | +144.8% | +134.4% |
| 5Y | +136.7% | +2.0% | +134.7% | +106.4% |
| All | +136.7% | +2.2% | +134.5% | +106.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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