+1,041.3%
APH vs MTZ
+743.1%
+298.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.8% | -5.0% | -2.4% |
| 7D | +0.2% | +3.6% | -3.3% | -0.9% |
| 30D | -3.3% | -9.6% | +6.3% | -0.3% |
| 3M | +14.0% | -31.9% | +46.0% | +26.5% |
| 6M | +24.4% | -13.8% | +38.2% | +27.2% |
| YTD | +21.4% | +13.3% | +8.2% | +13.9% |
| 1Y | +48.9% | +39.3% | +9.7% | +30.4% |
| 3Y | +290.1% | +168.3% | +121.8% | +175.1% |
| 5Y | +352.8% | +166.4% | +186.4% | +209.2% |
| 10Y | +1,041.3% | +739.9% | +301.3% | +466.6% |
| All | +1,041.3% | +743.1% | +298.2% | +466.6% |
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 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