+398.0%
MTZ vs UUUU
+370.7%
+27.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | +0.1% | -1.0% |
| 7D | +5.0% | -1.1% | +6.0% | +5.3% |
| 30D | -6.0% | -21.0% | +15.0% | -1.8% |
| 3M | -36.1% | -54.8% | +18.7% | -26.2% |
| 6M | -56.9% | -67.3% | +10.5% | -47.4% |
| YTD | -15.9% | -54.7% | +38.8% | -5.9% |
| 1Y | -3.8% | -57.4% | +53.6% | +8.3% |
| 3Y | +272.3% | -19.6% | +291.9% | +242.7% |
| 5Y | +91.1% | -40.0% | +131.1% | +73.3% |
| All | +398.0% | +370.7% | +27.3% | +167.6% |
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