+521.9%
MSTR vs MTZ
+465.6%
+56.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.6% | -3.6% | -1.0% |
| 7D | -14.2% | +12.9% | -27.0% | -19.1% |
| 30D | -19.9% | -8.5% | -11.3% | -18.2% |
| 3M | +27.3% | -30.6% | +57.9% | +46.0% |
| 6M | -37.6% | -55.1% | +17.5% | -14.1% |
| YTD | -19.5% | -13.0% | -6.5% | -19.6% |
| 1Y | -47.1% | -4.3% | -42.9% | -49.6% |
| 3Y | +140.3% | +284.0% | -143.8% | +27.7% |
| 5Y | +49.5% | +97.7% | -48.2% | +0.3% |
| 10Y | +521.9% | +444.4% | +77.5% | +199.1% |
| All | +521.9% | +465.6% | +56.3% | +199.1% |
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