+26.6%
MTZ vs BBY
+22.1%
+4.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.8% | -2.2% |
| 7D | +2.3% | +1.2% | +1.1% | +2.2% |
| 30D | -10.3% | +6.8% | -17.1% | -10.7% |
| 3M | -31.8% | +18.7% | -50.6% | -32.7% |
| 6M | -19.2% | +37.3% | -56.5% | -20.6% |
| YTD | +10.7% | +35.3% | -24.6% | +8.0% |
| All | +26.6% | +22.1% | +4.5% | +33.3% |
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