+468.8%
MTSI vs RMD
+347.3%
+121.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.3% | -5.8% | -5.7% |
| 7D | +10.0% | +2.1% | +7.9% | +9.1% |
| 30D | -20.3% | +2.1% | -22.4% | -21.5% |
| 3M | -24.4% | +6.2% | -30.7% | -27.4% |
| 6M | -39.2% | +19.4% | -58.6% | -45.6% |
| YTD | +35.5% | +0.5% | +35.0% | +30.7% |
| 1Y | +43.0% | -3.9% | +47.0% | +40.8% |
| 3Y | +196.3% | +72.5% | +123.7% | +105.6% |
| 5Y | +210.0% | -1.5% | +211.5% | +181.6% |
| All | +468.8% | +347.3% | +121.4% | +100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling