+1,272.2%
MUU vs PTC
+8.8%
+1,263.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.1% | -5.1% | -5.2% |
| 7D | +24.7% | +0.5% | +24.2% | +24.6% |
| 30D | -35.1% | +1.2% | -36.4% | -35.2% |
| 3M | -44.3% | +27.4% | -71.6% | -45.1% |
| 6M | -44.4% | +39.2% | -83.6% | -45.5% |
| YTD | +244.9% | +12.5% | +232.4% | +293.2% |
| 1Y | +365.6% | +12.3% | +353.3% | +434.1% |
| All | +1,272.2% | +8.8% | +1,263.5% | +1,065.3% |
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