+2,396.1%
MUU vs MTZ
+89.3%
+2,306.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.5% | -4.6% | -7.0% |
| 7D | -8.2% | +1.4% | -9.6% | -11.1% |
| 30D | +10.2% | -14.5% | +24.6% | +42.9% |
| 3M | -26.5% | -32.9% | +6.4% | +58.1% |
| 6M | +227.2% | -20.8% | +248.1% | +466.5% |
| YTD | +527.4% | +10.6% | +516.8% | +546.9% |
| 1Y | +1,843.7% | +27.1% | +1,816.6% | +1,595.9% |
| All | +2,396.1% | +89.3% | +2,306.8% | +1,150.7% |
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 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