+3,059.8%
NTRA vs MUB
+17.2%
+3,042.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.4% | +0.2% |
| 7D | +0.2% | -0.8% | +1.1% | +1.5% |
| 30D | +4.1% | -2.4% | +6.5% | +8.0% |
| 3M | +50.0% | -2.8% | +52.9% | +56.9% |
| 6M | +67.3% | -2.2% | +69.5% | +73.8% |
| YTD | +43.6% | -1.6% | +45.2% | +47.8% |
| 1Y | +89.2% | 0.0% | +89.2% | +90.3% |
| 3Y | +502.5% | +7.9% | +494.7% | +439.9% |
| 5Y | +173.8% | +1.2% | +172.5% | +166.9% |
| All | +3,059.8% | +17.2% | +3,042.5% | +3,756.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling