+739.9%
MTZ vs BEN
+56.5%
+683.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.2% | +4.0% | +3.9% |
| 7D | +3.6% | +4.7% | -1.1% | +0.8% |
| 30D | -9.6% | +2.6% | -12.3% | -11.1% |
| 3M | -31.9% | +11.5% | -43.4% | -36.4% |
| 6M | -13.8% | +35.3% | -49.1% | -28.6% |
| YTD | +13.3% | +48.6% | -35.4% | -11.9% |
| 1Y | +39.3% | +46.7% | -7.4% | +8.7% |
| 3Y | +168.3% | +57.0% | +111.3% | +95.6% |
| 5Y | +166.4% | +41.8% | +124.6% | +97.2% |
| 10Y | +739.9% | +55.2% | +684.7% | +416.3% |
| All | +739.9% | +56.5% | +683.4% | +416.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BEN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling