+26.9%
MTSI vs IBB
+36.9%
-9.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -1.0% |
| 7D | -3.8% | +0.8% | -4.6% | -3.4% |
| 30D | -31.4% | +5.2% | -36.6% | -31.6% |
| 3M | -23.8% | +8.6% | -32.3% | -25.2% |
| 6M | -37.1% | +27.8% | -64.9% | -43.2% |
| YTD | +32.2% | +28.8% | +3.4% | +17.6% |
| 1Y | +26.9% | +36.4% | -9.5% | +11.9% |
| All | +26.9% | +36.9% | -9.9% | +11.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling