+258.1%
MTZ vs URA
+36.0%
+222.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +4.4% | +5.1% | +7.3% |
| 7D | -6.4% | -4.1% | -2.3% | -4.2% |
| 30D | -22.1% | -19.0% | -3.0% | -13.3% |
| 3M | -32.7% | -25.1% | -7.5% | -22.5% |
| 6M | -59.8% | -44.5% | -15.3% | -46.8% |
| YTD | -19.9% | -24.3% | +4.4% | -11.8% |
| 1Y | -11.5% | -28.1% | +16.6% | -0.1% |
| 3Y | +258.1% | +40.7% | +217.4% | +200.8% |
| All | +258.1% | +36.0% | +222.1% | +200.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 3y: compounded portfolio wealth divided by compounded URA 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…
3y analysis · Full analysis span regression · 6 months rolling