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  • MTSI vs CAI✓SelectedUSD · CAIMTSI vs CAI performance historyLatest closeAs of+2.18%09/08
Stock and ETF performance explorer

MTSI vs CAI

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+111.0%
CAI return
-28.5%
Excess return
+139.5%
Maximum drawdown
-44.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioCAIExcessAlpha
1D+2.2%-1.0%+3.2%+2.3%
7D+4.9%+0.2%+4.7%+4.9%
30D-11.6%+9.1%-20.7%-12.5%
3M-24.1%+53.8%-77.8%-27.9%
6M+32.4%+33.5%-1.1%+26.1%
YTD+60.4%-8.0%+68.4%+45.8%
1Y+111.0%-28.7%+139.7%+91.7%
All+111.0%-28.5%+139.5%+91.7%

Cumulative growth

Daily Returns

Daily percentage return beside CAI.

Daily Out/Under-Performance

Portfolio return minus CAI return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × CAI 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 CAI 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