+2,163.5%
MUU vs PTC
-37.0%
+2,200.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.1% | -9.2% | -9.4% |
| 7D | +3.6% | -14.2% | +17.8% | -7.1% |
| 30D | +22.3% | -14.4% | +36.8% | +9.9% |
| 3M | -8.2% | -4.7% | -3.5% | -0.5% |
| 6M | +256.3% | -19.3% | +275.7% | +291.2% |
| YTD | +534.4% | -26.1% | +560.5% | +664.7% |
| 1Y | +2,163.5% | -37.1% | +2,200.6% | +4,076.7% |
| All | +2,163.5% | -37.0% | +2,200.4% | +4,076.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling