+380.3%
WDC vs MTZ
+22.0%
+358.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.5% | -0.9% | -1.5% |
| 7D | +4.4% | 0.0% | +4.5% | +4.4% |
| 30D | +5.3% | -14.8% | +20.1% | +20.6% |
| 3M | -5.9% | -30.8% | +24.9% | +27.6% |
| 6M | +73.2% | -22.6% | +95.9% | +110.7% |
| YTD | +167.8% | +6.8% | +161.0% | +144.1% |
| All | +380.3% | +22.0% | +358.3% | +277.7% |
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