+514.9%
MTSI vs IBB
+132.1%
+382.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.3% | +4.3% |
| 7D | +1.4% | +1.4% | 0.0% | 0.0% |
| 30D | +2.1% | +10.5% | -8.4% | -8.1% |
| 3M | -29.7% | +23.6% | -53.4% | -43.5% |
| 6M | +12.5% | +22.6% | -10.1% | -9.3% |
| YTD | +57.0% | +25.7% | +31.3% | +22.9% |
| 1Y | +103.9% | +51.4% | +52.5% | +32.3% |
| 3Y | +223.6% | +64.4% | +159.2% | +90.9% |
| 5Y | +321.6% | +22.1% | +299.4% | +236.1% |
| All | +514.9% | +132.1% | +382.8% | +191.5% |
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