-13.2%
NMZ price history and return analytics
+65.7%
-78.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.4% |
| 7D | -2.6% | -1.1% | -1.5% | -2.3% |
| 30D | -5.6% | -1.0% | -4.6% | -5.3% |
| 3M | -5.3% | +3.2% | -8.4% | -6.2% |
| 6M | -5.1% | +12.5% | -17.6% | -8.4% |
| YTD | -0.9% | +14.1% | -14.9% | -4.8% |
| 1Y | -1.7% | +18.9% | -20.6% | -6.7% |
| 3Y | +18.4% | +74.1% | -55.7% | -0.5% |
| All | -13.2% | +65.7% | -78.9% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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