+1,700.8%
NTRA vs MUB
+27.1%
+1,673.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +1.1% | -0.3% | +1.4% | +1.5% |
| 30D | +0.6% | -1.5% | +2.2% | +2.8% |
| 3M | +51.8% | -1.9% | +53.8% | +56.2% |
| 6M | +63.6% | -1.7% | +65.3% | +68.1% |
| YTD | +41.5% | -0.8% | +42.3% | +43.6% |
| 1Y | +93.6% | +1.5% | +92.2% | +91.0% |
| 3Y | +498.0% | +8.8% | +489.3% | +436.9% |
| 5Y | +172.5% | +2.0% | +170.5% | +162.5% |
| 10Y | +2,960.8% | +18.0% | +2,942.8% | +3,563.5% |
| All | +1,700.8% | +27.1% | +1,673.6% | +2,676.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling