+753.2%
MTZ vs RIO
+605.0%
+148.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | +2.3% | +1.0% | +1.3% | +1.8% |
| 30D | -10.3% | +4.0% | -14.3% | -12.4% |
| 3M | -31.8% | +4.5% | -36.4% | -33.6% |
| 6M | -19.2% | +17.3% | -36.5% | -26.3% |
| YTD | +10.7% | +36.2% | -25.5% | -7.4% |
| 1Y | +37.5% | +76.1% | -38.6% | +0.2% |
| 3Y | +162.4% | +102.5% | +59.8% | +73.7% |
| 5Y | +166.3% | +103.5% | +62.8% | +67.1% |
| 10Y | +753.2% | +619.2% | +134.0% | +180.1% |
| All | +753.2% | +605.0% | +148.2% | +180.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded RIO 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling