+259.2%
ASX vs MTZ
+39.1%
+220.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.8% | +2.3% | +3.9% |
| 7D | +6.3% | +3.6% | +2.8% | +4.2% |
| 30D | +6.4% | -9.6% | +16.1% | +12.8% |
| 3M | +13.1% | -31.9% | +45.1% | +39.5% |
| 6M | +90.3% | -13.8% | +104.1% | +108.2% |
| YTD | +149.6% | +13.3% | +136.4% | +139.7% |
| All | +259.2% | +39.1% | +220.1% | +224.0% |
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