+360.5%
BE vs MTZ
+30.9%
+329.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.1% | +5.2% | +5.2% |
| 7D | +20.0% | -1.6% | +21.6% | +21.8% |
| 30D | +7.9% | -11.1% | +19.0% | +20.4% |
| 3M | -13.2% | -36.7% | +23.5% | +37.3% |
| 6M | +53.5% | -21.9% | +75.4% | +87.8% |
| YTD | +191.0% | +9.1% | +181.9% | +117.6% |
| 1Y | +360.5% | +30.0% | +330.6% | +173.0% |
| All | +360.5% | +30.9% | +329.6% | +173.0% |
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