+297.2%
MTZ vs FCUV
-99.6%
+396.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -1.6% | +10.2% | +8.5% |
| 7D | -2.4% | -15.4% | +13.0% | -2.8% |
| 30D | -11.1% | -32.9% | +21.8% | -12.0% |
| 3M | -30.6% | -46.2% | +15.5% | -30.6% |
| 6M | -54.4% | -30.0% | -24.4% | -48.0% |
| YTD | -13.0% | -91.4% | +78.3% | +2.3% |
| 1Y | -5.7% | -98.1% | +92.4% | +14.4% |
| 3Y | +297.2% | -99.6% | +396.8% | +388.7% |
| All | +297.2% | -99.6% | +396.8% | +388.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling