+1,138.0%
MUU vs PTC
+8.7%
+1,129.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +0.4% | +12.1% | +12.5% |
| 7D | -27.2% | +0.8% | -28.0% | -27.2% |
| 30D | -54.0% | +0.7% | -54.8% | -54.1% |
| 3M | -41.4% | +32.6% | -74.0% | -42.8% |
| 6M | -42.5% | +33.6% | -76.0% | -42.0% |
| YTD | +211.2% | +12.4% | +198.8% | +254.8% |
| 1Y | +313.4% | +11.2% | +302.2% | +380.0% |
| All | +1,138.0% | +8.7% | +1,129.3% | +951.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling