+272.3%
MTZ vs VRSN
+53.7%
+218.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.4% | -1.2% |
| 7D | +5.0% | +1.4% | +3.6% | +5.2% |
| 30D | -6.0% | +3.9% | -9.9% | -5.6% |
| 3M | -36.1% | +9.3% | -45.4% | -35.3% |
| 6M | -56.9% | +6.7% | -63.5% | -55.8% |
| YTD | -15.9% | +30.0% | -46.0% | -16.4% |
| 1Y | -3.8% | +26.0% | -29.8% | -3.8% |
| 3Y | +272.3% | +53.1% | +219.1% | +251.2% |
| All | +272.3% | +53.7% | +218.6% | +251.2% |
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