+1,106.1%
MUU vs PTC
+9.1%
+1,097.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.6% |
| 7D | -32.5% | +1.3% | -33.8% | -32.5% |
| 30D | -55.2% | +1.1% | -56.3% | -55.3% |
| 3M | -40.7% | +30.1% | -70.9% | -41.9% |
| 6M | -43.9% | +34.0% | -78.0% | -43.5% |
| YTD | +203.2% | +12.8% | +190.3% | +245.5% |
| 1Y | +257.0% | +10.7% | +246.3% | +317.8% |
| All | +1,106.1% | +9.1% | +1,097.0% | +924.0% |
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