+753.2%
MTZ vs BLDR
+357.1%
+396.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.3% | -1.5% |
| 7D | +2.3% | -2.7% | +5.0% | +3.2% |
| 30D | -10.3% | -14.7% | +4.4% | -5.1% |
| 3M | -31.8% | -20.8% | -11.0% | -26.7% |
| 6M | -19.2% | -35.3% | +16.2% | -7.0% |
| YTD | +10.7% | -40.3% | +51.1% | +29.5% |
| 1Y | +37.5% | -56.3% | +93.8% | +81.5% |
| 3Y | +162.4% | -56.1% | +218.5% | +221.7% |
| 5Y | +166.3% | +12.9% | +153.4% | +93.9% |
| 10Y | +753.2% | +386.5% | +366.7% | +196.4% |
| All | +753.2% | +357.1% | +396.1% | +196.4% |
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