+739.9%
MTZ vs EAT
+373.3%
+366.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.4% | +7.1% | +4.8% |
| 7D | +3.6% | -4.9% | +8.5% | +5.0% |
| 30D | -9.6% | -1.2% | -8.4% | -9.7% |
| 3M | -31.9% | +52.2% | -84.2% | -40.9% |
| 6M | -13.8% | +65.0% | -78.8% | -27.8% |
| YTD | +13.3% | +55.0% | -41.8% | -3.9% |
| 1Y | +39.3% | +42.1% | -2.8% | +19.9% |
| 3Y | +168.3% | +614.7% | -446.4% | +34.7% |
| 5Y | +166.4% | +322.7% | -156.3% | +47.0% |
| 10Y | +739.9% | +382.0% | +357.9% | +291.2% |
| All | +739.9% | +373.3% | +366.6% | +291.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EAT 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling