+425.9%
CORZ vs MTZ
+267.9%
+158.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.2% | -1.2% | -1.6% |
| 7D | +7.6% | +2.3% | +5.3% | +5.7% |
| 30D | -6.9% | -10.3% | +3.3% | +1.1% |
| 3M | -33.0% | -31.8% | -1.2% | -11.8% |
| 6M | +19.3% | -19.2% | +38.5% | +34.8% |
| YTD | +24.2% | +10.7% | +13.5% | +6.7% |
| 1Y | +24.5% | +37.5% | -13.0% | -11.7% |
| All | +425.9% | +267.9% | +158.0% | +149.0% |
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 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