+955.2%
APH vs MTZ
+453.9%
+501.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.3% | +3.4% | +0.5% |
| 7D | -5.0% | -8.7% | +3.7% | -2.4% |
| 30D | -8.4% | -15.0% | +6.6% | -3.7% |
| 3M | -4.5% | -32.6% | +28.1% | +7.7% |
| 6M | +25.3% | -56.3% | +81.6% | +59.6% |
| YTD | +18.9% | -16.8% | +35.7% | +22.4% |
| 1Y | +11.9% | -10.0% | +22.0% | +12.5% |
| 3Y | +278.0% | +267.1% | +10.8% | +146.8% |
| 5Y | +306.4% | +89.9% | +216.6% | +206.7% |
| 10Y | +955.2% | +442.2% | +512.9% | +489.4% |
| All | +955.2% | +453.9% | +501.3% | +489.4% |
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 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