+753.2%
MTZ vs SPXU
-99.5%
+852.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.6% | -1.6% |
| 7D | +2.3% | +1.3% | +1.0% | +2.8% |
| 30D | -10.3% | +5.1% | -15.4% | -8.2% |
| 3M | -31.8% | -9.1% | -22.7% | -33.7% |
| 6M | -19.2% | -29.6% | +10.4% | -28.4% |
| YTD | +10.7% | -27.7% | +38.4% | -0.2% |
| 1Y | +37.5% | -37.0% | +74.5% | +18.9% |
| 3Y | +162.4% | -80.2% | +242.5% | +64.6% |
| 5Y | +166.3% | -86.0% | +252.3% | +73.4% |
| 10Y | +753.2% | -99.5% | +852.7% | +97.3% |
| All | +753.2% | -99.5% | +852.7% | +97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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