-11.5%
MTZ vs PLTD
-12.9%
+1.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -3.2% | +12.7% | +9.2% |
| 7D | -6.4% | +13.7% | -20.2% | -5.1% |
| 30D | -22.1% | +18.4% | -40.5% | -20.6% |
| 3M | -32.7% | -7.5% | -25.2% | -33.1% |
| 6M | -59.8% | -31.3% | -28.5% | -60.9% |
| YTD | -19.9% | -15.4% | -4.5% | -14.8% |
| 1Y | -11.5% | -18.4% | +6.9% | -5.8% |
| All | -11.5% | -12.9% | +1.4% | -5.8% |
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