+101.1%
AKAM vs MTZ
+773.6%
-672.4%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.9% | -0.9% |
| 7D | +1.5% | +1.4% | +0.1% | +1.2% |
| 30D | -13.0% | -14.5% | +1.5% | -10.8% |
| 3M | -19.4% | -32.9% | +13.6% | -14.8% |
| 6M | +0.3% | -20.8% | +21.1% | +3.1% |
| YTD | +22.4% | +10.6% | +11.8% | +19.2% |
| 1Y | +34.8% | +27.1% | +7.8% | +28.2% |
| 3Y | +1.9% | +166.1% | -164.2% | -15.2% |
| 5Y | -4.6% | +170.7% | -175.3% | -22.5% |
| All | +101.1% | +773.6% | -672.4% | +44.7% |
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 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