+4,609.2%
MU vs PTC
+317.3%
+4,291.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.2% | +12.1% | +12.0% |
| 7D | +2.0% | +0.5% | +1.5% | +1.8% |
| 30D | -18.0% | +0.9% | -18.9% | -18.2% |
| 3M | -6.6% | +30.4% | -37.0% | -20.1% |
| 6M | +2.0% | +34.4% | -32.4% | -16.7% |
| YTD | +184.5% | +12.6% | +171.9% | +150.9% |
| 1Y | +236.9% | +10.2% | +226.7% | +201.1% |
| 3Y | +987.0% | +29.4% | +957.6% | +760.9% |
| 5Y | +1,014.6% | +63.7% | +950.9% | +658.4% |
| 10Y | +4,609.2% | +316.9% | +4,292.3% | +1,657.9% |
| All | +4,609.2% | +317.3% | +4,291.9% | +1,657.9% |
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