+992.0%
ASX vs MTZ
+729.4%
+262.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.2% | +5.8% | +4.3% |
| 7D | +11.1% | +2.3% | +8.8% | +10.3% |
| 30D | +9.6% | -10.3% | +19.9% | +13.6% |
| 3M | +18.6% | -31.8% | +50.5% | +33.8% |
| 6M | +92.1% | -19.2% | +111.3% | +106.0% |
| YTD | +158.5% | +10.7% | +147.8% | +152.3% |
| 1Y | +271.9% | +37.5% | +234.4% | +240.0% |
| 3Y | +465.2% | +162.4% | +302.9% | +322.9% |
| 5Y | +479.4% | +166.3% | +313.1% | +320.5% |
| 10Y | +992.0% | +753.2% | +238.8% | +543.7% |
| All | +992.0% | +729.4% | +262.6% | +543.7% |
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