-55.1%
MTZ vs PLTD
-35.6%
-19.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | -0.1% |
| 7D | +12.9% | -1.6% | +14.4% | +12.6% |
| 30D | -8.5% | +18.5% | -27.0% | -8.3% |
| 3M | -30.6% | -2.4% | -28.2% | -30.8% |
| 6M | -55.1% | -34.6% | -20.5% | -55.6% |
| All | -55.1% | -35.6% | -19.5% | -55.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling