+1,735.1%
PLTR vs MTZ
+442.5%
+1,292.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.1% | -6.6% | -5.4% |
| 7D | -6.4% | -1.6% | -4.8% | -5.9% |
| 30D | +10.0% | -11.1% | +21.1% | +15.0% |
| 3M | +23.0% | -36.7% | +59.7% | +43.1% |
| 6M | +13.8% | -21.9% | +35.7% | +17.5% |
| YTD | -1.9% | +9.1% | -11.0% | -14.3% |
| 1Y | +11.6% | +30.0% | -18.3% | -10.6% |
| 3Y | +1,048.4% | +138.5% | +910.0% | +588.1% |
| 5Y | +554.4% | +158.3% | +396.0% | +267.1% |
| All | +1,735.1% | +442.5% | +1,292.5% | +1,175.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling