+173.5%
NTRA vs MUB
+1.2%
+172.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.4% | 0.0% |
| 7D | +0.2% | -0.8% | +1.1% | +1.9% |
| 30D | +4.1% | -2.4% | +6.5% | +9.3% |
| 3M | +50.0% | -2.8% | +52.9% | +59.2% |
| 6M | +67.3% | -2.2% | +69.5% | +75.8% |
| YTD | +43.6% | -1.6% | +45.2% | +49.2% |
| 1Y | +89.2% | 0.0% | +89.2% | +91.2% |
| 3Y | +502.5% | +7.9% | +494.7% | +411.7% |
| All | +173.5% | +1.2% | +172.4% | +176.4% |
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