+284.1%
BE vs MTZ
+22.0%
+262.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.5% | -0.5% | -0.4% |
| 7D | +9.7% | 0.0% | +9.8% | +10.2% |
| 30D | +22.4% | -14.8% | +37.2% | +43.6% |
| 3M | +10.4% | -30.8% | +41.2% | +55.3% |
| 6M | +67.9% | -22.6% | +90.5% | +105.3% |
| YTD | +197.5% | +6.8% | +190.7% | +125.6% |
| All | +284.1% | +22.0% | +262.2% | +143.7% |
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