+3,257.0%
MTZ vs AJG
+11,671.2%
-8,414.2%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -4.0% | +7.8% | +5.3% |
| 7D | +3.6% | -3.8% | +7.3% | +4.9% |
| 30D | -9.6% | +1.6% | -11.3% | -10.6% |
| 3M | -31.9% | +18.6% | -50.6% | -37.5% |
| 6M | -13.8% | +10.9% | -24.7% | -19.5% |
| YTD | +13.3% | -2.0% | +15.2% | +10.3% |
| 1Y | +39.3% | -14.9% | +54.2% | +42.8% |
| 3Y | +168.3% | +13.4% | +154.9% | +139.7% |
| 5Y | +166.4% | +83.2% | +83.2% | +93.4% |
| 10Y | +739.9% | +484.3% | +255.7% | +291.5% |
| All | +3,257.0% | +11,671.2% | -8,414.2% | +582.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AJG 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling