+790.9%
NOW vs MTZ
+729.4%
+61.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -1.9% |
| 7D | -4.1% | +2.3% | -6.4% | -4.5% |
| 30D | +2.9% | -10.3% | +13.2% | +4.4% |
| 3M | +22.6% | -31.8% | +54.4% | +28.0% |
| 6M | +7.5% | -19.2% | +26.7% | +6.9% |
| YTD | -14.4% | +10.7% | -25.1% | -21.3% |
| 1Y | -29.8% | +37.5% | -67.3% | -39.0% |
| 3Y | +9.2% | +162.4% | -153.1% | -20.2% |
| 5Y | +0.8% | +166.3% | -165.5% | -28.3% |
| 10Y | +790.9% | +753.2% | +37.8% | +382.5% |
| All | +790.9% | +729.4% | +61.6% | +382.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 10y: compounded portfolio wealth divided by compounded MTZ 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…
10y analysis · Full analysis span regression · 6 months rolling