+366.0%
WDC vs MTZ
+26.3%
+339.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-11 to 2026-09-11.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.5% | -6.5% | -5.9% |
| 7D | -4.3% | +1.4% | -5.7% | -5.6% |
| 30D | -1.5% | -14.5% | +13.0% | +12.2% |
| 3M | -15.5% | -32.9% | +17.5% | +17.9% |
| 6M | +66.5% | -20.8% | +87.3% | +98.4% |
| YTD | +159.9% | +10.6% | +149.3% | +129.7% |
| 1Y | +366.0% | +27.1% | +338.9% | +255.5% |
| All | +366.0% | +26.3% | +339.7% | +255.5% |
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 2025-09-11 to 2026-09-11: 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…
2025-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling