+512.7%
MTSI vs IBB
+133.2%
+379.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +0.4% | +9.9% | +9.9% |
| 7D | +7.2% | -1.4% | +8.5% | +9.8% |
| 30D | -18.4% | +6.8% | -25.2% | -22.7% |
| 3M | -16.7% | +9.2% | -25.9% | -24.0% |
| 6M | -31.7% | +28.3% | -60.1% | -47.3% |
| YTD | +45.9% | +29.4% | +16.5% | +10.8% |
| 1Y | +47.0% | +33.2% | +13.8% | +8.3% |
| 3Y | +224.1% | +90.2% | +133.9% | +62.9% |
| 5Y | +238.5% | +44.0% | +194.5% | +127.1% |
| 10Y | +512.7% | +133.1% | +379.6% | +180.4% |
| All | +512.7% | +133.2% | +379.5% | +180.4% |
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