+492.6%
MTZ vs BEN
+70.4%
+422.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +6.3% | +2.2% | +5.0% |
| 7D | -2.4% | +12.2% | -14.6% | -8.9% |
| 30D | -11.1% | +12.1% | -23.2% | -17.0% |
| 3M | -30.6% | +7.3% | -37.9% | -33.7% |
| 6M | -54.4% | +17.9% | -72.2% | -58.9% |
| YTD | -13.0% | +55.4% | -68.5% | -34.3% |
| 1Y | -5.7% | +69.3% | -75.0% | -32.3% |
| 3Y | +297.2% | +82.8% | +214.3% | +162.4% |
| 5Y | +95.9% | +28.8% | +67.1% | +55.6% |
| 10Y | +492.6% | +53.9% | +438.7% | +265.0% |
| All | +492.6% | +70.4% | +422.2% | +265.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling