+116.0%
SLV vs MTZ
+271.0%
-155.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -2.0% |
| 7D | -5.8% | +5.0% | -10.8% | -6.6% |
| 30D | -12.1% | -6.0% | -6.1% | -11.7% |
| 3M | -24.1% | -36.1% | +12.0% | -18.2% |
| 6M | -44.4% | -56.9% | +12.5% | -36.3% |
| YTD | -31.5% | -15.9% | -15.6% | -29.8% |
| 1Y | -6.9% | -3.8% | -3.1% | -6.4% |
| 3Y | +116.0% | +272.3% | -156.3% | +83.4% |
| All | +116.0% | +271.0% | -155.0% | +83.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling