+238.2%
MTZ vs AHR
+360.2%
-121.9%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.1% | -3.7% |
| 7D | 0.0% | -3.0% | +3.0% | +0.7% |
| 30D | -14.8% | +2.6% | -17.4% | -15.4% |
| 3M | -30.8% | +16.0% | -46.8% | -34.4% |
| 6M | -22.6% | +3.1% | -25.7% | -24.0% |
| YTD | +6.8% | +16.0% | -9.2% | +0.7% |
| 1Y | +22.1% | +28.0% | -5.8% | +10.9% |
| All | +238.2% | +360.2% | -121.9% | +120.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AHR 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling