+737.1%
MTZ vs FCUV
-98.6%
+835.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.0% | -3.5% |
| 7D | 0.0% | -72.0% | +71.9% | -0.7% |
| 30D | -14.8% | -8.0% | -6.8% | -14.5% |
| 3M | -30.8% | +66.3% | -97.1% | -27.4% |
| 6M | -22.6% | -75.3% | +52.7% | -18.6% |
| YTD | +6.8% | -83.0% | +89.8% | +12.4% |
| 1Y | +22.1% | -94.7% | +116.8% | +28.7% |
| 3Y | +153.1% | -99.3% | +252.4% | +166.5% |
| 5Y | +161.4% | -99.9% | +261.3% | +175.2% |
| All | +737.1% | -98.6% | +835.7% | +762.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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