+10.4%
USAR vs MTZ
+22.0%
-11.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -3.5% | -2.5% | -3.4% |
| 7D | -9.3% | 0.0% | -9.3% | -9.3% |
| 30D | -15.2% | -14.8% | -0.3% | -4.9% |
| 3M | -21.1% | -30.8% | +9.7% | -0.3% |
| 6M | -21.6% | -22.6% | +1.1% | -7.1% |
| YTD | +34.8% | +6.8% | +28.0% | +24.3% |
| All | +10.4% | +22.0% | -11.6% | +23.9% |
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