+4,609.2%
MU vs MTZ
+465.6%
+4,143.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +4.6% | +7.3% | +9.6% |
| 7D | +2.0% | +12.9% | -10.8% | -3.5% |
| 30D | -18.0% | -8.5% | -9.4% | -14.5% |
| 3M | -6.6% | -30.6% | +24.0% | +10.9% |
| 6M | +2.0% | -55.1% | +57.1% | +50.9% |
| YTD | +184.5% | -13.0% | +197.4% | +211.8% |
| 1Y | +236.9% | -4.3% | +241.1% | +255.1% |
| 3Y | +987.0% | +284.0% | +702.9% | +550.5% |
| 5Y | +1,014.6% | +97.7% | +917.0% | +718.8% |
| 10Y | +4,609.2% | +444.4% | +4,164.8% | +2,146.4% |
| All | +4,609.2% | +465.6% | +4,143.6% | +2,146.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling