+737.1%
MTZ vs UUUU
+495.2%
+241.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -6.3% | +2.8% | -2.4% |
| 7D | 0.0% | -5.0% | +5.0% | +0.9% |
| 30D | -14.8% | -7.8% | -7.1% | -13.8% |
| 3M | -30.8% | -0.4% | -30.4% | -30.9% |
| 6M | -22.6% | -32.9% | +10.3% | -18.1% |
| YTD | +6.8% | -6.3% | +13.1% | +4.6% |
| 1Y | +22.1% | +7.9% | +14.2% | +13.4% |
| 3Y | +153.1% | +85.2% | +67.9% | +100.0% |
| 5Y | +161.4% | +97.0% | +64.5% | +91.7% |
| All | +737.1% | +495.2% | +241.9% | +313.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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