+8,261.0%
MTB vs BBWI
+999.2%
+7,261.8%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | +0.2% |
| 7D | +2.8% | +1.6% | +1.2% | +2.4% |
| 30D | -4.2% | -6.2% | +2.0% | -3.1% |
| 3M | +7.8% | +4.3% | +3.5% | +5.8% |
| 6M | +14.8% | -7.2% | +22.0% | +14.6% |
| YTD | +20.8% | -3.0% | +23.8% | +18.5% |
| 1Y | +23.1% | -30.8% | +53.9% | +29.0% |
| 3Y | +114.8% | -43.4% | +158.2% | +126.7% |
| 5Y | +103.3% | -66.7% | +170.0% | +133.8% |
| 10Y | +173.0% | -55.7% | +228.6% | +147.6% |
| All | +8,261.0% | +999.2% | +7,261.8% | +3,617.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BBWI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling