-21.5%
PINS vs MTZ
+250.5%
-272.0%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.4% | +0.6% |
| 7D | +1.0% | +5.0% | -4.0% | -0.8% |
| 30D | -12.0% | -6.0% | -6.0% | -11.4% |
| 3M | -17.9% | -36.1% | +18.2% | -6.6% |
| 6M | -1.0% | -56.9% | +55.8% | +25.0% |
| YTD | -26.0% | -15.9% | -10.1% | -28.7% |
| 1Y | -28.5% | -3.8% | -24.6% | -34.7% |
| 3Y | -39.2% | +272.3% | -311.4% | -70.1% |
| 5Y | -58.3% | +91.1% | -149.4% | -74.4% |
| All | -21.5% | +250.5% | -272.0% | -71.2% |
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