+269.3%
APLD vs MTZ
+137.5%
+131.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +4.6% | +2.8% | +3.6% |
| 7D | +7.8% | +12.9% | -5.0% | -1.7% |
| 30D | -23.0% | -8.5% | -14.4% | -18.0% |
| 3M | -39.7% | -30.6% | -9.1% | -20.1% |
| 6M | -59.8% | -55.1% | -4.7% | -25.5% |
| YTD | -27.0% | -13.0% | -14.0% | -21.3% |
| 1Y | -37.3% | -4.3% | -33.1% | -36.8% |
| 3Y | +281.9% | +284.0% | -2.2% | +34.2% |
| All | +269.3% | +137.5% | +131.7% | +73.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling