+180.6%
MTZ vs KVUE
-20.4%
+201.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.6% | +3.5% |
| 7D | +1.4% | -5.1% | +6.5% | +1.3% |
| 30D | -14.5% | -6.3% | -8.2% | -14.6% |
| 3M | -32.9% | -0.5% | -32.4% | -33.1% |
| 6M | -20.8% | +3.1% | -23.9% | -21.2% |
| YTD | +10.6% | +6.7% | +3.9% | +10.0% |
| 1Y | +27.1% | -1.1% | +28.2% | +27.8% |
| 3Y | +166.1% | -8.7% | +174.9% | +171.4% |
| All | +180.6% | -20.4% | +201.0% | +194.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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