+231.9%
MTSI vs LPLA
+54.7%
+177.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.6% |
| 7D | +1.4% | -3.1% | +4.5% | +2.3% |
| 30D | +2.1% | -0.1% | +2.2% | +2.0% |
| 3M | -29.7% | +23.2% | -53.0% | -34.5% |
| 6M | +12.5% | +15.5% | -3.0% | +6.2% |
| YTD | +57.0% | +0.9% | +56.1% | +54.7% |
| 1Y | +103.9% | +0.2% | +103.8% | +100.5% |
| All | +231.9% | +54.7% | +177.2% | +193.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 3y: compounded portfolio wealth divided by compounded LPLA 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…
3y analysis · Full analysis span regression · 6 months rolling