+171.6%
BKR vs MTZ
+168.2%
+3.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.5% | -4.1% | -1.5% |
| 7D | -7.0% | +1.4% | -8.3% | -7.3% |
| 30D | -8.1% | -14.5% | +6.4% | -4.6% |
| 3M | -6.6% | -32.9% | +26.3% | +1.5% |
| 6M | +0.9% | -20.8% | +21.7% | +3.9% |
| YTD | +31.1% | +10.6% | +20.5% | +22.5% |
| 1Y | +27.7% | +27.1% | +0.6% | +14.0% |
| 3Y | +71.2% | +166.1% | -94.9% | +23.4% |
| All | +171.6% | +168.2% | +3.4% | +83.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling