+89.6%
MTZ vs BBAI
-79.3%
+168.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -10.0% | +7.8% | -1.8% |
| 7D | +16.5% | -6.8% | +23.2% | +16.7% |
| 30D | -10.2% | -13.4% | +3.2% | -9.8% |
| 3M | -34.2% | -36.5% | +2.3% | -33.2% |
| 6M | -56.0% | -50.6% | -5.4% | -55.0% |
| YTD | -14.8% | -61.7% | +46.8% | -12.7% |
| 1Y | -7.2% | -71.1% | +63.9% | -4.3% |
| 3Y | +275.8% | +32.7% | +243.1% | +270.3% |
| 5Y | +93.5% | -79.2% | +172.7% | +95.6% |
| All | +89.6% | -79.3% | +168.9% | +91.5% |
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