+442.2%
MTZ vs TECH
+190.5%
+251.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | -8.7% | +0.2% | -8.9% | -8.8% |
| 30D | -15.0% | +0.5% | -15.5% | -15.1% |
| 3M | -32.6% | +1.1% | -33.7% | -32.8% |
| 6M | -56.3% | +51.0% | -107.4% | -62.6% |
| YTD | -16.8% | +24.4% | -41.2% | -25.3% |
| 1Y | -10.0% | +27.4% | -37.5% | -20.1% |
| 3Y | +267.1% | +28.5% | +238.6% | +207.5% |
| 5Y | +89.9% | -40.9% | +130.7% | +111.1% |
| 10Y | +442.2% | +192.5% | +249.8% | +142.4% |
| All | +442.2% | +190.5% | +251.8% | +142.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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