+36.2%
LIN vs MTZ
+237.5%
-201.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +9.5% | -10.7% | -1.7% |
| 7D | +0.2% | -6.4% | +6.6% | +0.4% |
| 30D | +6.5% | -22.1% | +28.5% | +7.9% |
| 3M | +5.5% | -32.7% | +38.2% | +7.7% |
| 6M | +3.3% | -59.8% | +63.1% | +9.0% |
| YTD | +22.0% | -19.9% | +41.9% | +21.2% |
| 1Y | +25.7% | -11.5% | +37.2% | +23.5% |
| 3Y | +36.2% | +258.1% | -221.8% | +18.4% |
| All | +36.2% | +237.5% | -201.2% | +18.4% |
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