+753.2%
MTZ vs TRGP
+827.0%
-73.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -1.8% |
| 7D | +2.3% | -0.7% | +3.0% | +2.6% |
| 30D | -10.3% | +9.5% | -19.7% | -13.7% |
| 3M | -31.8% | +10.8% | -42.7% | -35.2% |
| 6M | -19.2% | +25.3% | -44.5% | -27.3% |
| YTD | +10.7% | +60.3% | -49.5% | -10.1% |
| 1Y | +37.5% | +84.6% | -47.0% | +4.7% |
| 3Y | +162.4% | +264.4% | -102.0% | +51.8% |
| 5Y | +166.3% | +636.6% | -470.2% | +14.7% |
| 10Y | +753.2% | +848.9% | -95.8% | +157.8% |
| All | +753.2% | +827.0% | -73.8% | +157.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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