+210.1%
MTSI vs LCID
-99.2%
+309.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +9.4% | -0.4% | +7.5% |
| 7D | +3.5% | +20.0% | -16.5% | +0.8% |
| 30D | -30.3% | -5.0% | -25.3% | -29.9% |
| 3M | -26.0% | -48.9% | +22.9% | -18.2% |
| 6M | -36.1% | -43.2% | +7.1% | -32.4% |
| YTD | +34.3% | -65.9% | +100.2% | +52.6% |
| 1Y | +35.3% | -79.2% | +114.4% | +66.8% |
| 3Y | +217.6% | -90.4% | +308.0% | +308.2% |
| 5Y | +210.1% | -99.2% | +309.3% | +504.7% |
| All | +210.1% | -99.2% | +309.3% | +504.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 5y: compounded portfolio wealth divided by compounded LCID 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…
5y analysis · Full analysis span regression · 6 months rolling