+15.3%
MTZ vs PLTU
+90.0%
-74.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -19.6% | +14.5% | -2.8% |
| 7D | -10.6% | -39.1% | +28.5% | -5.6% |
| 30D | -30.4% | -37.6% | +7.2% | -26.9% |
| 3M | -40.4% | -12.7% | -27.7% | -40.6% |
| 6M | -63.7% | +1.7% | -65.4% | -65.7% |
| YTD | -26.9% | -48.8% | +21.9% | -25.2% |
| 1Y | -20.2% | -56.2% | +36.0% | -17.0% |
| All | +15.3% | +90.0% | -74.7% | -17.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling