+86.1%
HUT vs MTZ
+162.0%
-76.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.2% | -1.4% | -1.7% |
| 7D | +18.9% | +2.3% | +16.6% | +16.7% |
| 30D | +12.0% | -10.3% | +22.3% | +22.6% |
| 3M | -14.9% | -31.8% | +17.0% | +14.5% |
| 6M | +96.8% | -19.2% | +116.0% | +129.6% |
| YTD | +108.8% | +10.7% | +98.1% | +86.0% |
| 1Y | +227.4% | +37.5% | +189.8% | +149.5% |
| 3Y | +760.3% | +162.4% | +597.9% | +317.5% |
| 5Y | +86.1% | +166.3% | -80.3% | -12.3% |
| All | +86.1% | +162.0% | -76.0% | -12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling