+34.3%
MTZ vs PLTU
+131.7%
-97.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.0% | -2.0% |
| 7D | +16.5% | +21.9% | -5.4% | +13.8% |
| 30D | -10.2% | -35.3% | +25.1% | -6.0% |
| 3M | -34.2% | -7.7% | -26.5% | -34.6% |
| 6M | -56.0% | +24.2% | -80.2% | -59.4% |
| YTD | -14.8% | -37.5% | +22.7% | -14.9% |
| 1Y | -7.2% | -43.6% | +36.3% | -6.2% |
| All | +34.3% | +131.7% | -97.3% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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