+558.4%
MTSI vs AZO
+297.5%
+260.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.0% | -3.8% | -4.4% |
| 7D | +4.8% | -2.9% | +7.7% | +5.9% |
| 30D | -9.2% | -5.3% | -3.9% | -7.5% |
| 3M | -23.1% | -7.3% | -15.8% | -21.9% |
| 6M | +23.5% | -22.7% | +46.2% | +34.0% |
| YTD | +59.1% | -15.0% | +74.1% | +66.0% |
| 1Y | +106.9% | -32.2% | +139.1% | +135.2% |
| 3Y | +243.2% | +10.0% | +233.1% | +205.0% |
| 5Y | +324.5% | +85.8% | +238.7% | +184.8% |
| All | +558.4% | +297.5% | +260.9% | +233.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AZO 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling