+5,970.2%
MTZ vs REGN
+3,618.0%
+2,352.2%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.1% | +5.9% | +4.1% |
| 7D | +3.6% | -1.6% | +5.2% | +3.7% |
| 30D | -9.6% | +3.4% | -13.1% | -10.1% |
| 3M | -31.9% | +32.7% | -64.6% | -34.7% |
| 6M | -13.8% | +6.9% | -20.7% | -14.9% |
| YTD | +13.3% | +5.4% | +7.9% | +12.0% |
| 1Y | +39.3% | +45.8% | -6.6% | +31.5% |
| 3Y | +168.3% | -1.5% | +169.9% | +164.2% |
| 5Y | +166.4% | +22.2% | +144.2% | +152.6% |
| 10Y | +739.9% | +103.6% | +636.4% | +626.3% |
| All | +5,970.2% | +3,618.0% | +2,352.2% | +2,403.6% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN 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 2026-09-08: compounded portfolio wealth divided by compounded REGN 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 2026-09-08 analysis · Full analysis span regression · 6 months rolling