+492.6%
MTZ vs BLDR
+602.6%
-109.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.5% | +3.1% | +6.5% |
| 7D | -2.4% | -2.7% | +0.3% | -2.5% |
| 30D | -11.1% | +24.8% | -35.9% | -20.0% |
| 3M | -30.6% | -11.7% | -18.9% | -28.9% |
| 6M | -54.4% | -14.8% | -39.6% | -53.4% |
| YTD | -13.0% | -35.9% | +22.9% | -2.9% |
| 1Y | -5.7% | -39.7% | +34.0% | +7.6% |
| 3Y | +297.2% | -45.6% | +342.7% | +339.9% |
| 5Y | +95.9% | -2.5% | +98.4% | +51.6% |
| 10Y | +492.6% | +597.4% | -104.7% | +61.5% |
| All | +492.6% | +602.6% | -109.9% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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