+39.3%
MTZ vs GAP
-3.2%
+42.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.2% | +4.0% | +3.8% |
| 7D | +3.6% | +1.7% | +1.8% | +3.4% |
| 30D | -9.6% | +9.3% | -19.0% | -10.4% |
| 3M | -31.9% | +6.1% | -38.0% | -32.0% |
| 6M | -13.8% | -2.3% | -11.5% | -13.1% |
| YTD | +13.3% | -10.6% | +23.8% | +15.0% |
| 1Y | +39.3% | -4.4% | +43.7% | +33.4% |
| All | +39.3% | -3.2% | +42.5% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded GAP 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling