-14.3%
MTZ vs NVDX
-27.2%
+12.9%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.4% | -6.2% | -9.2% | -14.1% |
| 7D | -7.4% | -14.1% | +6.7% | -4.4% |
| 30D | -23.6% | -31.3% | +7.7% | -17.5% |
| 3M | -38.3% | -16.2% | -22.2% | -36.3% |
| 6M | -60.6% | -11.9% | -48.7% | -60.1% |
| YTD | -22.9% | -9.4% | -13.5% | -24.9% |
| 1Y | -14.3% | -23.9% | +9.6% | -14.4% |
| All | -14.3% | -27.2% | +12.9% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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