+420.1%
HUT vs MTZ
+362.8%
+57.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.1% | +4.1% | +4.8% |
| 7D | +17.8% | -1.6% | +19.4% | +19.0% |
| 30D | +0.8% | -11.1% | +11.9% | +8.6% |
| 3M | -26.8% | -36.7% | +9.9% | -2.3% |
| 6M | +72.6% | -21.9% | +94.5% | +102.4% |
| YTD | +103.6% | +9.1% | +94.5% | +92.7% |
| 1Y | +265.3% | +30.0% | +235.3% | +216.3% |
| 3Y | +689.4% | +138.5% | +551.0% | +390.5% |
| 5Y | +75.3% | +158.3% | -83.0% | +3.7% |
| All | +420.1% | +362.8% | +57.3% | +88.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling