-2.7%
SMCI vs MTZ
+30.9%
-33.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.1% | +2.4% | +3.3% |
| 7D | +6.8% | -1.6% | +8.4% | +7.8% |
| 30D | +30.6% | -11.1% | +41.7% | +39.8% |
| 3M | -15.6% | -36.7% | +21.1% | +9.1% |
| 6M | +21.3% | -21.9% | +43.2% | +34.0% |
| YTD | +35.3% | +9.1% | +26.1% | +24.0% |
| 1Y | -2.7% | +30.0% | -32.7% | -14.8% |
| All | -2.7% | +30.9% | -33.6% | -14.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling