+193.4%
AMAT vs MTZ
+37.3%
+156.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.8% | +0.2% | +1.3% |
| 7D | +7.0% | +3.6% | +3.5% | +4.5% |
| 30D | -12.2% | -9.6% | -2.6% | -6.2% |
| 3M | -3.8% | -31.9% | +28.1% | +25.4% |
| 6M | +45.9% | -13.8% | +59.7% | +60.2% |
| YTD | +84.6% | +13.3% | +71.4% | +69.5% |
| 1Y | +193.4% | +39.3% | +154.1% | +154.6% |
| All | +193.4% | +37.3% | +156.0% | +154.6% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling