+548.8%
PLTR vs MTZ
+162.0%
+386.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.8% | +0.6% |
| 7D | 0.0% | +2.3% | -2.2% | -1.2% |
| 30D | -3.3% | -10.3% | +7.0% | +1.0% |
| 3M | +28.4% | -31.8% | +60.2% | +45.6% |
| 6M | +8.4% | -19.2% | +27.6% | +9.9% |
| YTD | -4.6% | +10.7% | -15.3% | -19.3% |
| 1Y | +4.4% | +37.5% | -33.1% | -21.8% |
| 3Y | +1,020.5% | +162.4% | +858.1% | +491.0% |
| 5Y | +548.8% | +166.3% | +382.5% | +232.6% |
| All | +548.8% | +162.0% | +386.8% | +232.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling