+206.9%
MTSI vs LPLA
+80.3%
+126.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.1% | -5.6% | -5.6% |
| 7D | +10.0% | -0.9% | +10.9% | +10.3% |
| 30D | -20.3% | -9.5% | -10.9% | -18.3% |
| 3M | -24.4% | -21.9% | -2.6% | -18.5% |
| 6M | -39.2% | -2.6% | -36.6% | -40.0% |
| YTD | +35.5% | -17.8% | +53.3% | +40.5% |
| 1Y | +43.0% | -21.2% | +64.2% | +51.0% |
| 3Y | +196.3% | +30.6% | +165.6% | +150.2% |
| All | +206.9% | +80.3% | +126.5% | +109.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling