+39.3%
MTZ vs DRI
+4.8%
+34.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.8% | +5.6% | +3.7% |
| 7D | +3.6% | -1.2% | +4.8% | +3.5% |
| 30D | -9.6% | -0.4% | -9.3% | -9.5% |
| 3M | -31.9% | +9.5% | -41.4% | -31.9% |
| 6M | -13.8% | +6.5% | -20.3% | -13.6% |
| YTD | +13.3% | +18.4% | -5.2% | +12.3% |
| 1Y | +39.3% | +4.2% | +35.1% | +33.8% |
| All | +39.3% | +4.8% | +34.4% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded DRI 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling