+96.9%
MTZ vs VIK
+234.5%
-137.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +1.5% | +8.0% | +8.8% |
| 7D | -6.4% | 0.0% | -6.4% | -6.9% |
| 30D | -22.1% | +7.7% | -29.7% | -25.5% |
| 3M | -32.7% | -17.6% | -15.1% | -26.9% |
| 6M | -59.8% | +1.7% | -61.5% | -60.7% |
| YTD | -19.9% | +22.5% | -42.4% | -30.3% |
| 1Y | -11.5% | +52.6% | -64.1% | -32.2% |
| All | +96.9% | +234.5% | -137.6% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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