+878.9%
HOOD vs MTZ
+275.7%
+603.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.2% | -1.7% | -2.7% |
| 7D | +3.8% | +16.5% | -12.7% | -4.1% |
| 30D | -26.4% | -10.2% | -16.2% | -23.4% |
| 3M | -14.3% | -34.2% | +19.9% | +3.6% |
| 6M | +3.9% | -56.0% | +59.9% | +53.3% |
| YTD | -28.1% | -14.8% | -13.2% | -33.8% |
| 1Y | -38.8% | -7.2% | -31.6% | -46.9% |
| All | +878.9% | +275.7% | +603.3% | +382.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling