+356.3%
MTSI vs OSCR
+92.3%
+264.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.8% | +7.9% | +4.4% |
| 7D | +11.1% | +4.7% | +6.4% | +10.6% |
| 30D | -3.7% | +14.8% | -18.5% | -4.9% |
| 3M | -20.2% | +16.7% | -36.9% | -21.9% |
| 6M | +30.8% | +127.5% | -96.7% | +18.7% |
| YTD | +67.0% | +121.0% | -54.0% | +51.5% |
| 1Y | +120.4% | +58.4% | +62.0% | +104.9% |
| 3Y | +260.4% | +392.4% | -132.0% | +177.6% |
| 5Y | +356.3% | +80.5% | +275.8% | +240.5% |
| All | +356.3% | +92.3% | +264.0% | +240.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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