+8,589.7%
PWR vs MTZ
+1,016.9%
+7,572.8%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.8% | -1.4% | +1.0% |
| 7D | +4.5% | +3.6% | +1.0% | +3.2% |
| 30D | -4.9% | -9.6% | +4.8% | -1.5% |
| 3M | -7.9% | -31.9% | +24.1% | +4.4% |
| 6M | +18.3% | -13.8% | +32.1% | +24.0% |
| YTD | +51.5% | +13.3% | +38.3% | +44.7% |
| 1Y | +70.3% | +39.3% | +31.0% | +51.6% |
| 3Y | +210.6% | +168.3% | +42.3% | +118.4% |
| 5Y | +456.7% | +166.4% | +290.3% | +283.8% |
| 10Y | +2,396.1% | +739.9% | +1,656.2% | +1,017.6% |
| All | +8,589.7% | +1,016.9% | +7,572.8% | +2,564.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling