+106.9%
MTSI vs IWF
+6.4%
+100.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-10 to 2026-09-10.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.9% | -3.9% | -3.3% |
| 7D | +4.8% | -1.7% | +6.5% | +7.8% |
| 30D | -9.2% | -1.8% | -7.3% | -6.0% |
| 3M | -23.1% | +1.5% | -24.6% | -23.6% |
| 6M | +23.5% | +7.7% | +15.8% | +12.8% |
| YTD | +59.1% | +2.7% | +56.3% | +56.1% |
| 1Y | +106.9% | +6.8% | +100.1% | +90.2% |
| All | +106.9% | +6.4% | +100.5% | +90.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 2025-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded IWF 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…
2025-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling