+1,362.4%
MU vs PTC
-3.9%
+1,366.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -6.0% | +12.1% | +7.1% |
| 7D | +9.0% | -10.3% | +19.2% | +11.0% |
| 30D | +13.8% | +1.1% | +12.7% | +13.0% |
| 3M | +2.1% | +1.6% | +0.5% | +1.8% |
| 6M | +153.8% | -13.5% | +167.3% | +170.2% |
| YTD | +256.4% | -19.1% | +275.4% | +290.4% |
| 1Y | +719.8% | -33.9% | +753.6% | +913.3% |
| All | +1,362.4% | -3.9% | +1,366.3% | +1,228.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling