-55.1%
MTZ vs VIK
+10.5%
-65.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.3% | +2.4% | +4.0% |
| 7D | +12.9% | -1.2% | +14.1% | +13.2% |
| 30D | -8.5% | +11.5% | -20.0% | -12.6% |
| 3M | -30.6% | -11.3% | -19.3% | -27.4% |
| 6M | -55.1% | +11.3% | -66.4% | -56.5% |
| All | -55.1% | +10.5% | -65.6% | -56.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling