+1,278.0%
AAPL vs MTZ
+773.6%
+504.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.5% | -1.8% | +1.1% |
| 7D | +3.8% | +1.4% | +2.5% | +3.5% |
| 30D | +9.9% | -14.5% | +24.4% | +13.0% |
| 3M | +12.5% | -32.9% | +45.4% | +19.6% |
| 6M | +27.6% | -20.8% | +48.5% | +30.6% |
| YTD | +22.6% | +10.6% | +12.0% | +16.5% |
| 1Y | +45.0% | +27.1% | +17.9% | +33.3% |
| 3Y | +87.8% | +166.1% | -78.4% | +41.7% |
| 5Y | +128.7% | +170.7% | -42.0% | +67.6% |
| All | +1,278.0% | +773.6% | +504.4% | +727.1% |
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