+5,975.2%
MU vs PTC
+223.7%
+5,751.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -6.0% | +12.1% | +9.0% |
| 7D | +9.0% | -10.3% | +19.2% | +14.4% |
| 30D | +13.8% | +1.1% | +12.7% | +12.1% |
| 3M | +2.1% | +1.6% | +0.5% | -2.4% |
| 6M | +153.8% | -13.5% | +167.3% | +161.4% |
| YTD | +256.4% | -19.1% | +275.4% | +276.5% |
| 1Y | +719.8% | -33.9% | +753.6% | +872.8% |
| 3Y | +1,360.4% | -3.9% | +1,364.3% | +1,256.6% |
| 5Y | +1,312.4% | +6.0% | +1,306.4% | +1,115.1% |
| All | +5,975.2% | +223.7% | +5,751.6% | +2,545.7% |
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