-34.3%
ACHR vs MTZ
+26.3%
-60.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.5% | -1.2% | +0.8% |
| 7D | -2.3% | +1.4% | -3.6% | -2.9% |
| 30D | -11.3% | -14.5% | +3.2% | -5.3% |
| 3M | +5.3% | -32.9% | +38.2% | +21.5% |
| 6M | -13.2% | -20.8% | +7.6% | -12.3% |
| YTD | -25.8% | +10.6% | -36.4% | -41.4% |
| 1Y | -34.3% | +27.1% | -61.4% | -51.4% |
| All | -34.3% | +26.3% | -60.5% | -51.4% |
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