+121,072.4%
AAPL vs MTZ
+3,109.1%
+117,963.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +2.0% | 0.0% |
| 7D | -3.0% | +2.3% | -5.2% | -3.3% |
| 30D | +2.3% | -10.3% | +12.6% | +3.5% |
| 3M | +8.6% | -31.8% | +40.5% | +12.9% |
| 6M | +21.6% | -19.2% | +40.7% | +23.4% |
| YTD | +16.3% | +10.7% | +5.6% | +13.1% |
| 1Y | +35.1% | +37.5% | -2.5% | +27.4% |
| 3Y | +79.4% | +162.4% | -83.0% | +52.4% |
| 5Y | +109.8% | +166.3% | -56.5% | +76.0% |
| 10Y | +1,237.1% | +753.2% | +483.9% | +836.2% |
| All | +121,072.4% | +3,109.1% | +117,963.4% | +59,935.7% |
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 1990-01-01 to 2026-09-09: 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling