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  • MTSI vs P✓SelectedUSD · PMTSI vs P performance historyLatest closeAs of+3.46%09/04
Stock and ETF performance explorer

MTSI vs P

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+320.4%
P return
+276.6%
Excess return
+43.7%
Maximum drawdown
-44.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 5y.

Portfolio and benchmark returns by period
PeriodPortfolioPExcessAlpha
1D+3.5%+1.4%+2.1%+2.9%
7D+1.4%+6.5%-5.2%-1.2%
30D+2.1%+18.8%-16.7%-5.8%
3M-29.7%+26.7%-56.5%-36.6%
6M+12.5%+62.2%-49.6%-9.3%
YTD+57.0%+48.5%+8.5%+29.6%
1Y+103.9%+26.4%+77.5%+73.0%
3Y+223.6%+159.4%+64.2%+85.3%
All+320.4%+276.6%+43.7%+96.7%

Cumulative growth

Daily Returns

Daily percentage return beside P.

Daily Out/Under-Performance

Portfolio return minus P return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × P 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 P 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