-7.2%
MTZ vs AVAV
-63.2%
+55.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.9% | +0.7% | -1.8% |
| 7D | +16.5% | +18.4% | -1.9% | +14.6% |
| 30D | -10.2% | -4.9% | -5.3% | -10.2% |
| 3M | -34.2% | -37.7% | +3.5% | -32.7% |
| 6M | -56.0% | -28.4% | -27.5% | -55.3% |
| YTD | -14.8% | -50.0% | +35.2% | -15.0% |
| 1Y | -7.2% | -62.6% | +55.4% | -4.3% |
| All | -7.2% | -63.2% | +55.9% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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