-3.8%
MTZ vs PLTD
-18.9%
+15.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.2% | -3.4% | -1.0% |
| 7D | +5.0% | -4.8% | +9.7% | +4.5% |
| 30D | -6.0% | +16.9% | -22.9% | -4.5% |
| 3M | -36.1% | +2.6% | -38.7% | -35.8% |
| 6M | -56.9% | -36.2% | -20.6% | -58.4% |
| YTD | -15.9% | -19.4% | +3.5% | -9.9% |
| 1Y | -3.8% | -22.5% | +18.7% | +1.0% |
| All | -3.8% | -18.9% | +15.0% | +1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling