+3,821.0%
LRCX vs MTSI
+529.6%
+3,291.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.2% | +2.0% | +3.0% |
| 7D | +10.4% | +4.9% | +5.5% | +7.8% |
| 30D | +2.9% | -11.6% | +14.5% | +9.4% |
| 3M | -1.2% | -24.1% | +22.9% | +14.5% |
| 6M | +60.9% | +32.4% | +28.4% | +40.9% |
| YTD | +87.5% | +60.4% | +27.1% | +48.9% |
| 1Y | +206.6% | +111.0% | +95.7% | +112.2% |
| 3Y | +392.1% | +246.1% | +146.0% | +166.7% |
| 5Y | +478.4% | +340.3% | +138.1% | +184.6% |
| 10Y | +3,821.0% | +539.5% | +3,281.5% | +1,287.9% |
| All | +3,821.0% | +529.6% | +3,291.5% | +1,287.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MTSI.
Daily Out/Under-Performance
Portfolio return minus MTSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTSI 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 MTSI 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