+33.9%
AAPL vs MTZ
+30.9%
+3.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.1% | -4.6% | -2.6% |
| 7D | +0.1% | -1.6% | +1.7% | +0.2% |
| 30D | +3.0% | -11.1% | +14.1% | +3.6% |
| 3M | +2.9% | -36.7% | +39.6% | +4.9% |
| 6M | +22.1% | -21.9% | +44.0% | +21.8% |
| YTD | +18.0% | +9.1% | +8.9% | +14.9% |
| 1Y | +33.9% | +30.0% | +4.0% | +33.4% |
| All | +33.9% | +30.9% | +3.1% | +33.4% |
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