+4,271.9%
MU vs PTC
+326.2%
+3,945.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.4% | +5.8% | +6.1% |
| 7D | -12.0% | +0.8% | -12.9% | -12.3% |
| 30D | -28.7% | +0.7% | -29.5% | -28.9% |
| 3M | -16.4% | +32.6% | -49.0% | -29.2% |
| 6M | -1.8% | +33.6% | -35.4% | -19.6% |
| YTD | +157.1% | +12.4% | +144.6% | +127.0% |
| 1Y | +208.5% | +11.2% | +197.3% | +174.3% |
| 3Y | +906.2% | +31.7% | +874.5% | +688.8% |
| 5Y | +893.4% | +60.1% | +833.3% | +584.7% |
| 10Y | +4,271.9% | +317.2% | +3,954.7% | +1,540.0% |
| All | +4,271.9% | +326.2% | +3,945.7% | +1,540.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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