+159.9%
MTZ vs ONON
-24.2%
+184.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.7% | -1.9% |
| 7D | +2.3% | -3.5% | +5.7% | +3.0% |
| 30D | -10.3% | -30.8% | +20.5% | -3.3% |
| 3M | -31.8% | -29.8% | -2.0% | -27.2% |
| 6M | -19.2% | -34.8% | +15.6% | -12.7% |
| YTD | +10.7% | -42.3% | +53.0% | +22.8% |
| 1Y | +37.5% | -39.5% | +77.1% | +49.8% |
| 3Y | +162.4% | -9.3% | +171.6% | +157.3% |
| All | +159.9% | -24.2% | +184.0% | +135.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 10y: compounded portfolio wealth divided by compounded ONON 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…
10y analysis · Full analysis span regression · 6 months rolling