+1,208.8%
MTSI vs DLTR
+179.2%
+1,029.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.4% |
| 7D | +1.4% | +2.5% | -1.1% | +0.8% |
| 30D | +2.1% | +2.1% | 0.0% | +1.4% |
| 3M | -29.7% | +20.3% | -50.0% | -33.2% |
| 6M | +12.5% | +11.5% | +1.0% | +8.0% |
| YTD | +57.0% | +6.8% | +50.2% | +51.9% |
| 1Y | +103.9% | +31.1% | +72.8% | +86.4% |
| 3Y | +223.6% | +10.7% | +212.9% | +198.2% |
| 5Y | +321.6% | +41.6% | +280.0% | +243.0% |
| 10Y | +517.7% | +58.1% | +459.6% | +354.6% |
| All | +1,208.8% | +179.2% | +1,029.6% | +665.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 all: compounded portfolio wealth divided by compounded DLTR 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…
all analysis · Full analysis span regression · 6 months rolling