+433.2%
SNDK vs MTZ
-14.7%
+447.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -15.4% | +7.5% | +8.7% |
| 7D | -26.2% | -7.4% | -18.8% | -22.4% |
| 30D | -39.1% | -23.6% | -15.5% | -20.1% |
| 3M | -27.3% | -38.3% | +11.0% | +21.9% |
| 6M | -17.4% | -60.6% | +43.2% | +148.1% |
| YTD | +337.0% | -22.9% | +359.9% | +324.7% |
| 1Y | +433.2% | -14.3% | +447.4% | +294.1% |
| All | +433.2% | -14.7% | +447.9% | +294.1% |
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