+93.6%
MTZ vs BBAI
-75.5%
+169.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +10.4% | -1.8% | +8.2% |
| 7D | -2.4% | -5.0% | +2.6% | -2.3% |
| 30D | -11.1% | +2.5% | -13.6% | -11.2% |
| 3M | -30.6% | -25.1% | -5.5% | -30.0% |
| 6M | -54.4% | -41.4% | -13.0% | -53.7% |
| YTD | -13.0% | -54.6% | +41.6% | -11.3% |
| 1Y | -5.7% | -56.9% | +51.2% | -3.8% |
| 3Y | +297.2% | +59.1% | +238.1% | +289.1% |
| 5Y | +95.9% | -75.4% | +171.3% | +96.9% |
| All | +93.6% | -75.5% | +169.1% | +94.5% |
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