+1,025.6%
PLTR vs MTZ
+165.0%
+860.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.8% | -6.1% | -3.9% |
| 7D | -5.3% | +3.6% | -8.9% | -6.8% |
| 30D | -1.0% | -9.6% | +8.7% | +2.7% |
| 3M | +24.8% | -31.9% | +56.7% | +40.3% |
| 6M | +8.4% | -13.8% | +22.2% | +4.9% |
| YTD | -4.2% | +13.3% | -17.4% | -20.8% |
| 1Y | +9.1% | +39.3% | -30.2% | -19.9% |
| 3Y | +1,025.6% | +168.3% | +857.2% | +641.7% |
| All | +1,025.6% | +165.0% | +860.6% | +641.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling