+213.9%
FXI vs MTZ
+4,589.1%
-4,375.3%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.8% | -6.2% | -3.4% |
| 7D | -1.0% | +3.6% | -4.5% | -1.9% |
| 30D | -3.2% | -9.6% | +6.4% | -1.1% |
| 3M | +1.7% | -31.9% | +33.6% | +9.6% |
| 6M | -1.6% | -13.8% | +12.2% | -0.8% |
| YTD | -7.9% | +13.3% | -21.2% | -13.9% |
| 1Y | -9.6% | +39.3% | -48.9% | -20.4% |
| 3Y | +40.5% | +168.3% | -127.9% | -1.4% |
| 5Y | -6.2% | +166.4% | -172.6% | -36.2% |
| 10Y | +14.2% | +739.9% | -725.8% | -51.2% |
| All | +213.9% | +4,589.1% | -4,375.3% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded MTZ 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling