+118.1%
MATX vs SPY
+20.8%
+97.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.9% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | +10.0% | +0.1% | +9.9% | +9.9% |
| 3M | +20.7% | +2.0% | +18.7% | +18.1% |
| 6M | +35.3% | +13.0% | +22.3% | +15.2% |
| YTD | +83.7% | +13.5% | +70.1% | +55.5% |
| 1Y | +118.1% | +20.0% | +98.2% | +77.0% |
| All | +118.1% | +20.8% | +97.3% | +77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling