+677.4%
MSTR vs MTZ
+729.4%
-52.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.2% | -0.6% | -1.8% |
| 7D | +7.7% | +2.3% | +5.4% | +6.4% |
| 30D | +36.3% | -10.3% | +46.6% | +42.3% |
| 3M | +13.4% | -31.8% | +45.2% | +31.0% |
| 6M | -4.5% | -19.2% | +14.7% | +2.0% |
| YTD | -12.7% | +10.7% | -23.4% | -19.9% |
| 1Y | -59.6% | +37.5% | -97.1% | -66.6% |
| 3Y | +272.5% | +162.4% | +110.1% | +129.9% |
| 5Y | +107.1% | +166.3% | -59.2% | +26.2% |
| 10Y | +677.4% | +753.2% | -75.8% | +229.1% |
| All | +677.4% | +729.4% | -52.0% | +229.1% |
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 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