+156.5%
MTZ vs TRGP
+263.5%
-107.0%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.2% | +3.3% | +2.6% |
| 7D | -1.6% | +0.8% | -2.4% | -1.9% |
| 30D | -11.1% | +11.5% | -22.6% | -15.6% |
| 3M | -36.7% | +9.0% | -45.7% | -39.6% |
| 6M | -21.9% | +20.5% | -42.4% | -29.6% |
| YTD | +9.1% | +59.5% | -50.4% | -15.0% |
| 1Y | +30.0% | +77.9% | -47.9% | -5.2% |
| All | +156.5% | +263.5% | -107.0% | +46.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling