+30.0%
MTZ vs NVDX
+34.6%
-4.6%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.7% | +1.8% |
| 7D | -1.6% | +11.6% | -13.2% | -4.1% |
| 30D | -11.1% | +7.5% | -18.6% | -12.8% |
| 3M | -36.7% | +2.1% | -38.8% | -38.0% |
| 6M | -21.9% | +35.5% | -57.5% | -29.7% |
| YTD | +9.1% | +24.1% | -15.0% | -1.0% |
| 1Y | +30.0% | +33.0% | -3.0% | +12.2% |
| All | +30.0% | +34.6% | -4.6% | +12.2% |
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