+384.6%
NVDA vs MTZ
+160.5%
+224.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.5% | -3.6% | -1.5% |
| 7D | -5.1% | +1.4% | -6.5% | -5.8% |
| 30D | -2.5% | -14.5% | +12.0% | +3.7% |
| 3M | +6.7% | -32.9% | +39.6% | +22.1% |
| 6M | +17.6% | -20.8% | +38.5% | +22.1% |
| YTD | +17.3% | +10.6% | +6.7% | +2.0% |
| 1Y | +23.5% | +27.1% | -3.6% | -0.7% |
| 3Y | +384.6% | +166.1% | +218.5% | +210.9% |
| All | +384.6% | +160.5% | +224.2% | +210.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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