+284.7%
MTZ vs NVDX
+833.4%
-548.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.9% | +7.7% | +4.6% |
| 7D | +3.6% | +7.3% | -3.8% | +1.8% |
| 30D | -9.6% | -0.9% | -8.7% | -9.9% |
| 3M | -31.9% | +8.4% | -40.3% | -33.9% |
| 6M | -13.8% | +38.2% | -52.0% | -21.9% |
| YTD | +13.3% | +19.3% | -6.0% | +4.9% |
| 1Y | +39.3% | +33.3% | +6.0% | +24.6% |
| All | +284.7% | +833.4% | -548.7% | +190.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling