+1,348.9%
MTZ vs AMCR
+106.4%
+1,242.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.2% |
| 7D | -1.6% | -1.9% | +0.3% | -0.9% |
| 30D | -11.1% | -4.1% | -7.0% | -9.7% |
| 3M | -36.7% | +21.7% | -58.4% | -42.2% |
| 6M | -21.9% | +1.5% | -23.4% | -23.5% |
| YTD | +9.1% | +13.1% | -4.0% | +1.0% |
| 1Y | +30.0% | +16.5% | +13.5% | +18.4% |
| 3Y | +138.5% | +10.3% | +128.2% | +117.7% |
| 5Y | +158.3% | -7.7% | +166.0% | +153.7% |
| 10Y | +700.8% | +24.6% | +676.1% | +568.2% |
| All | +1,348.9% | +106.4% | +1,242.5% | +1,063.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 2026-09-04: compounded portfolio wealth divided by compounded AMCR 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 2026-09-04 analysis · Full analysis span regression · 6 months rolling