+3,033.3%
EQT vs MTZ
+2,996.0%
+37.3%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.5% | +4.1% | +1.0% |
| 7D | -1.2% | 0.0% | -1.1% | -1.2% |
| 30D | +1.1% | -14.8% | +15.9% | +2.7% |
| 3M | +4.8% | -30.8% | +35.6% | +8.0% |
| 6M | -10.6% | -22.6% | +12.0% | -9.2% |
| YTD | +3.4% | +6.8% | -3.4% | +1.3% |
| 1Y | +8.7% | +22.1% | -13.5% | +4.7% |
| 3Y | +35.0% | +153.1% | -118.1% | +18.9% |
| 5Y | +204.2% | +161.4% | +42.8% | +165.7% |
| 10Y | +52.5% | +723.1% | -670.6% | +17.3% |
| All | +3,033.3% | +2,996.0% | +37.3% | +2,077.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling