+8,017.8%
AMD vs MTZ
+743.1%
+7,274.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +3.8% | +2.1% | +4.4% |
| 7D | +10.0% | +3.6% | +6.5% | +8.6% |
| 30D | +4.6% | -9.6% | +14.3% | +8.8% |
| 3M | +3.1% | -31.9% | +35.1% | +19.0% |
| 6M | +162.8% | -13.8% | +176.6% | +177.2% |
| YTD | +136.2% | +13.3% | +122.9% | +126.2% |
| 1Y | +234.0% | +39.3% | +194.7% | +197.8% |
| 3Y | +376.7% | +168.3% | +208.4% | +235.5% |
| 5Y | +376.3% | +166.4% | +209.9% | +226.1% |
| 10Y | +8,017.8% | +739.9% | +7,277.9% | +3,940.1% |
| All | +8,017.8% | +743.1% | +7,274.7% | +3,940.1% |
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