+156.2%
MTZ vs BBIO
+42.9%
+113.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.7% | +1.2% | -3.1% |
| 7D | 0.0% | -3.9% | +3.8% | +0.3% |
| 30D | -14.8% | -13.4% | -1.5% | -13.8% |
| 3M | -30.8% | +7.6% | -38.4% | -31.3% |
| 6M | -22.6% | -2.4% | -20.2% | -22.6% |
| YTD | +6.8% | -5.2% | +12.0% | +6.7% |
| 1Y | +22.1% | +36.9% | -14.8% | +18.2% |
| 3Y | +153.1% | +155.2% | -2.1% | +130.4% |
| All | +156.2% | +42.9% | +113.3% | +112.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 5y: compounded portfolio wealth divided by compounded BBIO 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…
5y analysis · Full analysis span regression · 6 months rolling