+358.4%
LIN vs MTZ
+743.1%
-384.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.8% | -5.7% | -2.6% |
| 7D | -3.5% | +3.6% | -7.0% | -4.1% |
| 30D | -4.1% | -9.6% | +5.6% | -2.5% |
| 3M | -6.4% | -31.9% | +25.6% | -1.0% |
| 6M | -2.4% | -13.8% | +11.4% | -2.1% |
| YTD | +10.9% | +13.3% | -2.3% | +5.0% |
| 1Y | 0.0% | +39.3% | -39.3% | -9.8% |
| 3Y | +25.8% | +168.3% | -142.5% | -5.7% |
| 5Y | +60.8% | +166.4% | -105.6% | +16.7% |
| 10Y | +358.4% | +739.9% | -381.6% | +144.1% |
| All | +358.4% | +743.1% | -384.7% | +144.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling