+5,744.5%
MU vs MTZ
+743.7%
+5,000.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.5% | -1.4% | -3.2% |
| 7D | +2.0% | 0.0% | +2.0% | +2.0% |
| 30D | +12.5% | -14.8% | +27.4% | +21.8% |
| 3M | +9.6% | -30.8% | +40.4% | +32.6% |
| 6M | +142.6% | -22.6% | +165.2% | +180.1% |
| YTD | +242.7% | +6.8% | +235.8% | +242.8% |
| 1Y | +599.3% | +22.1% | +577.1% | +563.4% |
| 3Y | +1,308.3% | +153.1% | +1,155.2% | +871.4% |
| 5Y | +1,263.7% | +161.4% | +1,102.3% | +792.3% |
| All | +5,744.5% | +743.7% | +5,000.7% | +2,485.4% |
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