+2,683.6%
MUU vs PTC
-28.5%
+2,712.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.3% | +8.8% | +6.0% |
| 7D | +15.0% | -13.6% | +28.6% | +17.2% |
| 30D | +36.8% | -14.7% | +51.5% | +39.4% |
| 3M | -8.5% | -5.9% | -2.6% | -7.7% |
| 6M | +320.7% | -21.1% | +341.9% | +377.8% |
| YTD | +599.7% | -26.0% | +625.7% | +729.1% |
| 1Y | +2,569.2% | -36.8% | +2,606.0% | +3,734.3% |
| All | +2,683.6% | -28.5% | +2,712.0% | +2,357.4% |
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