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  • MTSI vs AU✓SelectedUSD · AUMTSI vs AU performance historyLatest closeAs of+3.46%09/04
Stock and ETF performance explorer

MTSI vs AU

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+103.9%
AU return
+100.5%
Excess return
+3.4%
Maximum drawdown
-44.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioAUExcessAlpha
1D+3.5%-2.3%+5.8%+4.1%
7D+1.4%-3.6%+5.0%+2.4%
30D+2.1%+23.9%-21.8%-4.9%
3M-29.7%+19.1%-48.8%-34.1%
6M+12.5%-0.2%+12.7%+9.6%
YTD+57.0%+32.5%+24.6%+41.1%
1Y+103.9%+96.9%+7.0%+61.9%
All+103.9%+100.5%+3.4%+61.9%

Cumulative growth

Daily Returns

Daily percentage return beside AU.

Daily Out/Under-Performance

Portfolio return minus AU return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × AU 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 1y: compounded portfolio wealth divided by compounded AU 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…

1y analysis · Full analysis span regression · 6 months rolling