+8,520.0%
AMD vs MTZ
+427.4%
+8,092.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.2% | +8.0% | +6.7% |
| 7D | +44.7% | +16.5% | +28.3% | +36.7% |
| 30D | -3.3% | -10.2% | +6.9% | +0.3% |
| 3M | +21.2% | -34.2% | +55.4% | +41.5% |
| 6M | +30.6% | -56.0% | +86.5% | +76.9% |
| YTD | +173.3% | -14.8% | +188.1% | +189.9% |
| 1Y | +126.1% | -7.2% | +133.3% | +132.7% |
| 3Y | +393.5% | +275.8% | +117.8% | +219.0% |
| 5Y | +295.8% | +93.5% | +202.3% | +201.7% |
| All | +8,520.0% | +427.4% | +8,092.7% | +4,902.8% |
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