-14.9%
DASH vs MTZ
+30.9%
-45.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.1% | -6.7% | -4.7% |
| 7D | -10.6% | -1.6% | -9.0% | -10.5% |
| 30D | +2.2% | -11.1% | +13.2% | +2.4% |
| 3M | +32.3% | -36.7% | +69.0% | +33.7% |
| 6M | +19.1% | -21.9% | +41.1% | +13.2% |
| YTD | -6.5% | +9.1% | -15.6% | -19.5% |
| 1Y | -14.9% | +30.0% | -44.9% | -28.1% |
| All | -14.9% | +30.9% | -45.8% | -28.1% |
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