+512.7%
MTSI vs DINO
+447.4%
+65.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +3.0% | +7.3% | +9.5% |
| 7D | +7.2% | -2.7% | +9.9% | +8.4% |
| 30D | -18.4% | -17.2% | -1.2% | -14.2% |
| 3M | -16.7% | +18.9% | -35.6% | -20.5% |
| 6M | -31.7% | +40.6% | -72.3% | -38.1% |
| YTD | +45.9% | +125.9% | -80.1% | +14.1% |
| 1Y | +47.0% | +90.9% | -43.9% | +20.5% |
| 3Y | +224.1% | +113.4% | +110.7% | +150.1% |
| 5Y | +238.5% | +258.3% | -19.8% | +116.9% |
| 10Y | +512.7% | +446.1% | +66.6% | +277.3% |
| All | +512.7% | +447.4% | +65.3% | +277.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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