+158.2%
MTSI vs LPLA
+38.6%
+119.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.4% | -3.4% | -15.0% | -17.5% |
| 7D | -24.6% | +7.6% | -32.2% | -25.9% |
| 30D | -45.7% | -9.5% | -36.2% | -44.4% |
| 3M | -27.7% | -16.3% | -11.4% | -24.5% |
| 6M | -37.3% | -8.0% | -29.3% | -36.6% |
| YTD | +11.1% | -15.5% | +26.7% | +14.5% |
| 1Y | +27.2% | -19.4% | +46.5% | +33.8% |
| All | +158.2% | +38.6% | +119.6% | +139.1% |
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