-14.3%
MTZ vs BBY
+33.0%
-47.3%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.4% | +8.0% | -23.4% | -13.7% |
| 7D | -7.4% | +4.5% | -11.9% | -5.9% |
| 30D | -23.6% | +16.0% | -39.6% | -21.5% |
| 3M | -38.3% | +18.6% | -56.9% | -36.6% |
| 6M | -60.6% | +80.1% | -140.7% | -58.3% |
| YTD | -22.9% | +57.4% | -80.3% | -19.1% |
| 1Y | -14.3% | +34.5% | -48.8% | -5.3% |
| All | -14.3% | +33.0% | -47.3% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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