+152.1%
MTZ vs BBAI
-70.8%
+222.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | +3.6% | -1.0% | +4.6% | +3.6% |
| 30D | -9.6% | -10.7% | +1.1% | -9.3% |
| 3M | -31.9% | -32.3% | +0.3% | -31.1% |
| 6M | -13.8% | -31.3% | +17.5% | -13.0% |
| YTD | +13.3% | -45.9% | +59.2% | +14.9% |
| 1Y | +39.3% | -40.0% | +79.3% | +40.6% |
| 3Y | +168.3% | +72.8% | +95.6% | +161.5% |
| 5Y | +166.4% | -70.4% | +236.8% | +166.0% |
| All | +152.1% | -70.8% | +222.9% | +152.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 10y: compounded portfolio wealth divided by compounded BBAI 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…
10y analysis · Full analysis span regression · 6 months rolling