+1.5%
ABNB vs MTZ
+156.0%
-154.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.5% | +2.4% | -0.1% |
| 7D | -9.5% | 0.0% | -9.5% | -9.6% |
| 30D | -9.4% | -14.8% | +5.5% | -5.2% |
| 3M | +29.9% | -30.8% | +60.7% | +40.8% |
| 6M | +26.6% | -22.6% | +49.2% | +29.6% |
| YTD | +23.5% | +6.8% | +16.7% | +10.5% |
| 1Y | +35.8% | +22.1% | +13.7% | +13.7% |
| 3Y | +15.0% | +153.1% | -138.1% | -33.9% |
| 5Y | +1.5% | +161.4% | -159.9% | -46.6% |
| All | +1.5% | +156.0% | -154.5% | -46.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling