+267.5%
ASX vs MTZ
+30.9%
+236.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -1.0% |
| 7D | -0.7% | -1.6% | +0.9% | +0.2% |
| 30D | +2.0% | -11.1% | +13.1% | +8.8% |
| 3M | -1.3% | -36.7% | +35.4% | +26.5% |
| 6M | +71.4% | -21.9% | +93.4% | +97.8% |
| YTD | +135.3% | +9.1% | +126.2% | +132.7% |
| 1Y | +267.5% | +30.0% | +237.5% | +254.2% |
| All | +267.5% | +30.9% | +236.6% | +254.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling