+95.0%
MTZ vs BLDR
-11.9%
+106.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.5% |
| 7D | +5.0% | -3.0% | +8.0% | +5.9% |
| 30D | -6.0% | +20.1% | -26.1% | -11.8% |
| 3M | -36.1% | -17.5% | -18.6% | -33.6% |
| 6M | -56.9% | -16.1% | -40.8% | -55.9% |
| YTD | -15.9% | -41.0% | +25.1% | -6.4% |
| 1Y | -3.8% | -41.6% | +37.8% | +7.0% |
| 3Y | +272.3% | -50.8% | +323.1% | +319.4% |
| All | +95.0% | -11.9% | +106.9% | +55.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling