+223.3%
HOOD vs MTZ
+133.9%
+89.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.5% | -4.2% | -2.3% |
| 7D | -7.8% | +1.4% | -9.2% | -8.6% |
| 30D | +18.6% | -14.5% | +33.1% | +26.8% |
| 3M | +22.1% | -32.9% | +55.0% | +42.2% |
| 6M | +43.1% | -20.8% | +63.9% | +51.2% |
| YTD | -0.5% | +10.6% | -11.1% | -12.5% |
| 1Y | -4.4% | +27.1% | -31.5% | -21.8% |
| 3Y | +938.5% | +166.1% | +772.3% | +499.0% |
| 5Y | +173.4% | +170.7% | +2.8% | +53.5% |
| All | +223.3% | +133.9% | +89.4% | +36.3% |
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