+451.3%
MTSI vs IBB
+156.3%
+295.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +1.7% | +9.1% | +9.2% |
| 7D | -10.0% | -1.8% | -8.2% | -7.5% |
| 30D | -37.2% | +5.1% | -42.3% | -39.5% |
| 3M | -30.1% | +10.7% | -40.8% | -37.2% |
| 6M | -31.9% | +22.9% | -54.8% | -45.3% |
| YTD | +23.2% | +26.7% | -3.5% | -4.5% |
| 1Y | +26.4% | +35.1% | -8.7% | -8.4% |
| 3Y | +186.2% | +80.2% | +106.0% | +52.4% |
| 5Y | +187.0% | +37.8% | +149.2% | +101.6% |
| All | +451.3% | +156.3% | +295.0% | +150.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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