+185.6%
MTZ vs NVDX
+357.5%
-171.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.0% | +2.8% | -0.4% |
| 7D | +5.0% | -24.7% | +29.7% | +11.3% |
| 30D | -6.0% | -48.2% | +42.2% | +7.7% |
| 3M | -36.1% | -51.9% | +15.8% | -26.0% |
| 6M | -56.9% | -55.6% | -1.2% | -49.9% |
| YTD | -15.9% | -41.5% | +25.6% | -9.7% |
| 1Y | -3.8% | -44.0% | +40.2% | +3.8% |
| 3Y | +272.3% | +262.2% | +10.0% | +212.9% |
| All | +185.6% | +357.5% | -171.9% | +150.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling