+501.4%
MTZ vs SUI
+115.7%
+385.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -1.5% | +11.0% | +10.0% |
| 7D | -6.4% | +6.2% | -12.6% | -8.8% |
| 30D | -22.1% | +8.6% | -30.6% | -24.9% |
| 3M | -32.7% | +1.0% | -33.7% | -33.5% |
| 6M | -59.8% | -2.6% | -57.2% | -60.1% |
| YTD | -19.9% | -0.1% | -19.8% | -21.7% |
| 1Y | -11.5% | +0.5% | -11.9% | -13.7% |
| 3Y | +258.1% | +15.3% | +242.8% | +218.4% |
| 5Y | +85.5% | -26.1% | +111.7% | +99.2% |
| All | +501.4% | +115.7% | +385.6% | +427.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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