+413.1%
MTZ vs NVT
+694.8%
-281.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.1% | -1.4% | -2.1% |
| 7D | 0.0% | +2.0% | -2.1% | -1.4% |
| 30D | -14.8% | -7.2% | -7.7% | -10.5% |
| 3M | -30.8% | -0.9% | -29.9% | -31.1% |
| 6M | -22.6% | +42.6% | -65.2% | -40.2% |
| YTD | +6.8% | +52.9% | -46.1% | -21.8% |
| 1Y | +22.1% | +64.5% | -42.3% | -15.6% |
| 3Y | +153.1% | +178.0% | -24.9% | +15.2% |
| 5Y | +161.4% | +402.8% | -241.4% | -24.0% |
| All | +413.1% | +694.8% | -281.7% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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