+277.0%
MTZ vs NDAQ
+118.0%
+158.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.2% | -1.9% |
| 7D | +16.5% | +1.7% | +14.8% | +15.9% |
| 30D | -10.2% | +16.2% | -26.4% | -14.8% |
| 3M | -34.2% | +14.0% | -48.1% | -37.2% |
| 6M | -56.0% | +22.3% | -78.2% | -59.4% |
| YTD | -14.8% | +13.0% | -27.8% | -18.0% |
| 1Y | -7.2% | +24.0% | -31.2% | -17.2% |
| All | +277.0% | +118.0% | +158.9% | +115.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 3y: compounded portfolio wealth divided by compounded NDAQ 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…
3y analysis · Full analysis span regression · 6 months rolling