+506.3%
NOW vs MTZ
+453.9%
+52.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.3% | +1.3% | -2.4% |
| 7D | -8.7% | -8.7% | 0.0% | -7.7% |
| 30D | -29.3% | -15.0% | -14.3% | -27.7% |
| 3M | -21.8% | -32.6% | +10.8% | -17.4% |
| 6M | +9.2% | -56.3% | +65.6% | +22.3% |
| YTD | -35.0% | -16.8% | -18.2% | -37.8% |
| 1Y | -42.5% | -10.0% | -32.5% | -46.1% |
| 3Y | -21.5% | +267.1% | -288.7% | -47.9% |
| 5Y | -25.8% | +89.9% | -115.6% | -44.7% |
| 10Y | +506.3% | +442.2% | +64.1% | +222.1% |
| All | +506.3% | +453.9% | +52.5% | +222.1% |
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