+871.5%
MU vs PTC
+31.6%
+839.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.1% |
| 7D | -15.2% | +1.3% | -16.5% | -15.3% |
| 30D | -29.5% | +1.1% | -30.6% | -29.6% |
| 3M | -15.8% | +30.1% | -45.9% | -18.5% |
| 6M | -2.9% | +34.0% | -36.9% | -5.3% |
| YTD | +154.2% | +12.8% | +141.4% | +168.0% |
| 1Y | +186.6% | +10.7% | +175.9% | +205.7% |
| 3Y | +871.5% | +29.6% | +841.8% | +685.8% |
| All | +871.5% | +31.6% | +839.8% | +685.8% |
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