+2,521.4%
PWR vs MTZ
+773.6%
+1,747.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.5% | +1.6% | +3.4% |
| 7D | +4.2% | +1.4% | +2.8% | +3.5% |
| 30D | -4.0% | -14.5% | +10.4% | +3.7% |
| 3M | -4.8% | -32.9% | +28.2% | +14.2% |
| 6M | +14.6% | -20.8% | +35.5% | +27.0% |
| YTD | +54.2% | +10.6% | +43.6% | +45.2% |
| 1Y | +67.1% | +27.1% | +40.0% | +47.2% |
| 3Y | +218.5% | +166.1% | +52.3% | +94.1% |
| 5Y | +466.3% | +170.7% | +295.6% | +228.1% |
| All | +2,521.4% | +773.6% | +1,747.9% | +710.0% |
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