+753.2%
MTZ vs INDA
+81.7%
+671.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.4% | -1.7% |
| 7D | +2.3% | -2.6% | +4.9% | +4.0% |
| 30D | -10.3% | -2.9% | -7.4% | -8.6% |
| 3M | -31.8% | +2.4% | -34.2% | -33.0% |
| 6M | -19.2% | -2.6% | -16.6% | -18.0% |
| YTD | +10.7% | -10.0% | +20.7% | +18.2% |
| 1Y | +37.5% | -7.7% | +45.2% | +44.1% |
| 3Y | +162.4% | +8.9% | +153.5% | +147.9% |
| 5Y | +166.3% | +6.0% | +160.3% | +154.7% |
| 10Y | +753.2% | +84.4% | +668.8% | +499.7% |
| All | +753.2% | +81.7% | +671.4% | +499.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling