+309.3%
TEL vs MTZ
+773.6%
-464.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.5% | 0.0% | +2.5% |
| 7D | +1.6% | +1.4% | +0.2% | +1.1% |
| 30D | -0.7% | -14.5% | +13.8% | +4.1% |
| 3M | +2.4% | -32.9% | +35.4% | +13.3% |
| 6M | +4.1% | -20.8% | +25.0% | +8.5% |
| YTD | -5.8% | +10.6% | -16.4% | -12.4% |
| 1Y | +0.9% | +27.1% | -26.2% | -10.6% |
| 3Y | +72.6% | +166.1% | -93.5% | +14.0% |
| 5Y | +57.5% | +170.7% | -113.1% | -0.6% |
| All | +309.3% | +773.6% | -464.2% | +69.8% |
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 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