-25.1%
PINS vs MTZ
+361.5%
-386.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -2.2% | -7.0% | -8.5% |
| 7D | -13.9% | +2.3% | -16.1% | -14.5% |
| 30D | -25.0% | -10.3% | -14.7% | -22.5% |
| 3M | -16.6% | -31.8% | +15.2% | -8.0% |
| 6M | -7.0% | -19.2% | +12.2% | -5.1% |
| YTD | -29.4% | +10.7% | -40.1% | -36.8% |
| 1Y | -49.9% | +37.5% | -87.5% | -59.3% |
| 3Y | -33.6% | +162.4% | -196.0% | -60.8% |
| 5Y | -66.8% | +166.3% | -233.2% | -81.6% |
| All | -25.1% | +361.5% | -386.6% | -74.4% |
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