+79.1%
MTZ vs PLTD
-77.3%
+156.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.3% | +1.5% | +4.3% |
| 7D | +3.6% | +4.5% | -1.0% | +4.7% |
| 30D | -9.6% | -0.7% | -8.9% | -9.7% |
| 3M | -31.9% | -31.0% | -0.9% | -36.5% |
| 6M | -13.8% | -24.8% | +11.0% | -16.5% |
| YTD | +13.3% | -18.6% | +31.8% | +14.0% |
| 1Y | +39.3% | -31.8% | +71.1% | +34.4% |
| All | +79.1% | -77.3% | +156.4% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 10y: compounded portfolio wealth divided by compounded PLTD 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…
10y analysis · Full analysis span regression · 6 months rolling