+451.3%
MTSI vs GEN
+157.3%
+294.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -2.6% | +13.5% | +11.6% |
| 7D | -10.0% | +2.3% | -12.3% | -10.7% |
| 30D | -37.2% | +33.1% | -70.2% | -43.2% |
| 3M | -30.1% | +6.5% | -36.5% | -33.1% |
| 6M | -31.9% | +53.8% | -85.7% | -44.1% |
| YTD | +23.2% | +11.2% | +12.0% | +12.9% |
| 1Y | +26.4% | +19.4% | +7.0% | +12.5% |
| 3Y | +186.2% | +81.0% | +105.1% | +112.1% |
| 5Y | +187.0% | +33.4% | +153.6% | +132.9% |
| All | +451.3% | +157.3% | +294.0% | +229.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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