+258.1%
MTZ vs VRSN
+55.3%
+202.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -1.1% | +10.6% | +9.4% |
| 7D | -6.4% | +0.5% | -6.9% | -6.4% |
| 30D | -22.1% | +4.9% | -27.0% | -21.6% |
| 3M | -32.7% | +5.8% | -38.5% | -32.1% |
| 6M | -59.8% | +12.6% | -72.4% | -59.3% |
| YTD | -19.9% | +28.2% | -48.1% | -20.7% |
| 1Y | -11.5% | +30.4% | -41.9% | -12.8% |
| 3Y | +258.1% | +54.6% | +203.5% | +232.5% |
| All | +258.1% | +55.3% | +202.8% | +232.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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