+739.9%
MTZ vs WWD
+476.2%
+263.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.0% | +5.8% | +5.0% |
| 7D | +3.6% | +0.8% | +2.8% | +3.0% |
| 30D | -9.6% | -6.4% | -3.2% | -6.1% |
| 3M | -31.9% | -5.6% | -26.3% | -30.5% |
| 6M | -13.8% | -9.1% | -4.7% | -10.4% |
| YTD | +13.3% | +12.5% | +0.7% | +2.6% |
| 1Y | +39.3% | +41.3% | -2.0% | +8.9% |
| 3Y | +168.3% | +170.2% | -1.9% | +39.7% |
| 5Y | +166.4% | +192.5% | -26.1% | +27.5% |
| 10Y | +739.9% | +476.9% | +263.0% | +120.3% |
| All | +739.9% | +476.2% | +263.7% | +120.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded WWD 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling