+1,547.2%
HWM vs MTZ
+707.7%
+839.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.5% | +1.5% | -0.6% |
| 7D | -12.5% | 0.0% | -12.5% | -12.7% |
| 30D | -19.0% | -14.8% | -4.2% | -14.2% |
| 3M | -8.6% | -30.8% | +22.2% | +2.0% |
| 6M | -10.2% | -22.6% | +12.5% | -5.2% |
| YTD | +11.3% | +6.8% | +4.5% | +2.3% |
| 1Y | +24.3% | +22.1% | +2.1% | +7.3% |
| 3Y | +382.3% | +153.1% | +229.1% | +191.5% |
| 5Y | +640.6% | +161.4% | +479.2% | +314.2% |
| All | +1,547.2% | +707.7% | +839.5% | +421.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling