+277.0%
MTZ vs TECH
+29.5%
+247.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.2% | -2.2% |
| 7D | +16.5% | +0.2% | +16.2% | +16.4% |
| 30D | -10.2% | +0.5% | -10.7% | -10.3% |
| 3M | -34.2% | +1.0% | -35.1% | -34.3% |
| 6M | -56.0% | +54.1% | -110.0% | -60.5% |
| YTD | -14.8% | +24.4% | -39.2% | -20.6% |
| 1Y | -7.2% | +19.3% | -26.5% | -12.5% |
| All | +277.0% | +29.5% | +247.4% | +224.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling