+2,683.6%
MUU vs MTZ
+89.5%
+2,594.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.2% | +7.7% | +9.2% |
| 7D | +15.0% | +2.3% | +12.8% | +10.1% |
| 30D | +36.8% | -10.3% | +47.1% | +64.1% |
| 3M | -8.5% | -31.8% | +23.3% | +94.5% |
| 6M | +320.7% | -19.2% | +339.9% | +606.0% |
| YTD | +599.7% | +10.7% | +589.0% | +620.3% |
| 1Y | +2,569.2% | +37.5% | +2,531.6% | +1,953.9% |
| All | +2,683.6% | +89.5% | +2,594.0% | +1,292.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling