+403.8%
HUT vs MTZ
+353.1%
+50.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.5% | -2.0% | -3.2% |
| 7D | +2.8% | 0.0% | +2.9% | +3.1% |
| 30D | +2.1% | -14.8% | +16.9% | +13.5% |
| 3M | -14.3% | -30.8% | +16.5% | +7.7% |
| 6M | +84.2% | -22.6% | +106.9% | +117.3% |
| YTD | +97.2% | +6.8% | +90.4% | +89.5% |
| 1Y | +192.7% | +22.1% | +170.6% | +164.4% |
| 3Y | +712.6% | +153.1% | +559.4% | +390.6% |
| 5Y | +85.5% | +161.4% | -76.0% | +9.9% |
| All | +403.8% | +353.1% | +50.7% | +85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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