+737.1%
MTZ vs BTG
+158.3%
+578.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.9% | -0.6% | -3.1% |
| 7D | 0.0% | -5.5% | +5.4% | +0.7% |
| 30D | -14.8% | +6.1% | -20.9% | -15.6% |
| 3M | -30.8% | +38.6% | -69.5% | -34.0% |
| 6M | -22.6% | +0.7% | -23.3% | -23.6% |
| YTD | +6.8% | +20.3% | -13.5% | +2.6% |
| 1Y | +22.1% | +25.0% | -2.9% | +16.4% |
| 3Y | +153.1% | +97.3% | +55.8% | +125.2% |
| 5Y | +161.4% | +78.3% | +83.1% | +132.9% |
| All | +737.1% | +158.3% | +578.7% | +659.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BTG 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling