+2,981.5%
MUU vs MTZ
+30.9%
+2,950.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.1% | +9.5% | +7.9% |
| 7D | +17.4% | -1.6% | +19.0% | +20.9% |
| 30D | +24.0% | -11.1% | +35.0% | +52.4% |
| 3M | -23.9% | -36.7% | +12.8% | +94.5% |
| 6M | +284.4% | -21.9% | +306.4% | +626.4% |
| YTD | +583.7% | +9.1% | +574.6% | +648.4% |
| 1Y | +2,981.5% | +30.0% | +2,951.5% | +3,090.8% |
| All | +2,981.5% | +30.9% | +2,950.6% | +3,090.8% |
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