+442.2%
MTZ vs SYY
+86.7%
+355.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.4% | -3.9% |
| 7D | -8.7% | +4.7% | -13.5% | -10.9% |
| 30D | -15.0% | -0.7% | -14.3% | -15.5% |
| 3M | -32.6% | -6.8% | -25.8% | -31.0% |
| 6M | -56.3% | +8.6% | -65.0% | -59.2% |
| YTD | -16.8% | +8.4% | -25.2% | -23.3% |
| 1Y | -10.0% | +7.1% | -17.1% | -16.7% |
| 3Y | +267.1% | +25.2% | +241.9% | +200.4% |
| 5Y | +89.9% | +13.0% | +76.9% | +62.3% |
| 10Y | +442.2% | +88.9% | +353.3% | +237.0% |
| All | +442.2% | +86.7% | +355.5% | +237.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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