+1,645.9%
PLTR vs MTZ
+431.1%
+1,214.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.5% | +1.4% | -0.7% |
| 7D | -9.1% | 0.0% | -9.1% | -9.3% |
| 30D | -5.2% | -14.8% | +9.6% | +0.7% |
| 3M | +27.4% | -30.8% | +58.2% | +41.9% |
| 6M | +9.7% | -22.6% | +32.4% | +13.8% |
| YTD | -6.7% | +6.8% | -13.5% | -17.8% |
| 1Y | -0.5% | +22.1% | -22.7% | -18.0% |
| 3Y | +996.2% | +153.1% | +843.1% | +540.8% |
| 5Y | +531.1% | +161.4% | +369.7% | +255.9% |
| All | +1,645.9% | +431.1% | +1,214.8% | +1,123.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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