+68,550.7%
MU vs PTC
+8,796.0%
+59,754.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -0.3% | -17.2% | -17.4% |
| 7D | -29.7% | -0.1% | -29.6% | -29.7% |
| 30D | -37.2% | +0.8% | -38.0% | -37.4% |
| 3M | -26.5% | +39.6% | -66.1% | -36.8% |
| 6M | +2.6% | +41.5% | -38.9% | -14.5% |
| YTD | +130.1% | +11.7% | +118.4% | +106.5% |
| 1Y | +176.7% | +2.4% | +174.3% | +155.9% |
| 3Y | +813.1% | +31.9% | +781.2% | +668.9% |
| 5Y | +822.0% | +54.5% | +767.4% | +632.8% |
| 10Y | +3,936.2% | +342.1% | +3,594.1% | +2,072.4% |
| All | +68,550.7% | +8,796.0% | +59,754.7% | +5,847.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling