+104.3%
DAL vs MTZ
+420.7%
-316.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +0.9% | +0.2% |
| 7D | -1.1% | +5.0% | -6.1% | -3.1% |
| 30D | +12.8% | -6.0% | +18.8% | +13.7% |
| 3M | -5.3% | -36.1% | +30.8% | +11.0% |
| 6M | +22.4% | -56.9% | +79.2% | +64.2% |
| YTD | +25.6% | -15.9% | +41.5% | +24.0% |
| 1Y | +45.5% | -3.8% | +49.3% | +35.2% |
| 3Y | +161.0% | +272.3% | -111.3% | +26.0% |
| 5Y | +112.2% | +91.1% | +21.2% | +29.8% |
| All | +104.3% | +420.7% | -316.4% | -22.9% |
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