+599.3%
MU vs MTZ
+31.7%
+567.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.5% | -1.4% | -1.7% |
| 7D | +2.0% | 0.0% | +2.0% | +1.9% |
| 30D | +12.5% | -14.8% | +27.4% | +29.6% |
| 3M | +9.6% | -30.8% | +40.4% | +53.5% |
| 6M | +142.6% | -22.6% | +165.2% | +208.3% |
| YTD | +242.7% | +6.8% | +235.8% | +220.3% |
| 1Y | +599.3% | +22.1% | +577.1% | +468.4% |
| All | +599.3% | +31.7% | +567.6% | +468.4% |
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 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