+72.6%
MTZ vs PLTD
-77.8%
+150.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.6% | -2.5% | +3.2% |
| 7D | -1.6% | +5.9% | -7.5% | -0.1% |
| 30D | -11.1% | -11.6% | +0.5% | -13.4% |
| 3M | -36.7% | -29.9% | -6.8% | -40.5% |
| 6M | -21.9% | -28.5% | +6.6% | -25.5% |
| YTD | +9.1% | -20.4% | +29.5% | +9.3% |
| 1Y | +30.0% | -33.3% | +63.2% | +24.9% |
| All | +72.6% | -77.8% | +150.4% | +22.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling