+62.1%
DAL vs MTZ
-14.7%
+76.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -15.4% | +22.5% | +9.6% |
| 7D | +11.1% | -7.4% | +18.5% | +11.4% |
| 30D | +7.7% | -23.6% | +31.3% | +12.6% |
| 3M | -3.5% | -38.3% | +34.8% | +5.3% |
| 6M | +31.3% | -60.6% | +91.9% | +60.0% |
| YTD | +30.0% | -22.9% | +52.9% | +18.0% |
| 1Y | +62.1% | -14.3% | +76.3% | +36.6% |
| All | +62.1% | -14.7% | +76.8% | +36.6% |
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