+497.4%
NTRA vs MUB
+7.4%
+490.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.5% | 0.0% |
| 7D | -0.5% | -1.2% | +0.8% | +1.6% |
| 30D | +4.3% | -2.8% | +7.1% | +9.3% |
| 3M | +50.6% | -3.1% | +53.7% | +58.8% |
| 6M | +63.9% | -2.9% | +66.8% | +72.5% |
| YTD | +42.4% | -2.0% | +44.4% | +48.4% |
| 1Y | +92.1% | 0.0% | +92.1% | +95.9% |
| All | +497.4% | +7.4% | +490.0% | +394.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling