+15.1%
TEAM vs MTZ
-14.7%
+29.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -15.4% | +14.8% | -3.6% |
| 7D | -13.7% | -7.4% | -6.3% | -14.6% |
| 30D | -3.4% | -23.6% | +20.2% | -8.1% |
| 3M | +72.1% | -38.3% | +110.4% | +55.7% |
| 6M | +103.8% | -60.6% | +164.4% | +67.9% |
| YTD | +17.1% | -22.9% | +40.0% | +2.7% |
| 1Y | +15.1% | -14.3% | +29.3% | -2.5% |
| All | +15.1% | -14.7% | +29.8% | -2.5% |
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