+39.3%
MTZ vs WEC
+3.0%
+36.3%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.1% | +2.7% | +3.6% |
| 7D | +3.6% | +0.8% | +2.7% | +3.4% |
| 30D | -9.6% | +0.3% | -10.0% | -9.6% |
| 3M | -31.9% | -2.9% | -29.0% | -32.2% |
| 6M | -13.8% | -5.9% | -7.9% | -13.3% |
| YTD | +13.3% | +4.1% | +9.1% | +11.9% |
| 1Y | +39.3% | +3.1% | +36.2% | +33.1% |
| All | +39.3% | +3.0% | +36.3% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded WEC 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling