+63.9%
MTSI vs SOLS
+21.0%
+42.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +9.7% | -0.7% | +3.8% |
| 7D | +3.5% | +8.0% | -4.5% | -0.3% |
| 30D | -30.3% | +3.7% | -34.1% | -30.9% |
| 3M | -26.0% | +4.6% | -30.6% | -26.7% |
| 6M | -36.1% | -18.5% | -17.6% | -30.4% |
| YTD | +34.3% | +31.4% | +2.8% | +34.4% |
| 1Y | +35.3% | +34.5% | +0.8% | +34.9% |
| All | +63.9% | +21.0% | +42.9% | +63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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