+265.1%
MU vs MTZ
-14.7%
+279.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -15.4% | +8.4% | +5.2% |
| 7D | -19.1% | -7.4% | -11.7% | -15.6% |
| 30D | -25.2% | -23.6% | -1.6% | -8.5% |
| 3M | -10.9% | -38.3% | +27.4% | +29.9% |
| 6M | +38.0% | -60.6% | +98.6% | +205.3% |
| YTD | +178.8% | -22.9% | +201.7% | +213.8% |
| 1Y | +265.1% | -14.3% | +279.4% | +256.7% |
| All | +265.1% | -14.7% | +279.8% | +256.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 1y: compounded portfolio wealth divided by compounded MTZ 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…
1y analysis · Full analysis span regression · 6 months rolling