+196.3%
MTSI vs SOXQ
+189.0%
+7.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.5% | -2.1% | -2.1% |
| 7D | +10.0% | +8.2% | +1.8% | +2.1% |
| 30D | -20.3% | -13.2% | -7.2% | -6.2% |
| 3M | -24.4% | -18.5% | -5.9% | -4.2% |
| 6M | -39.2% | -15.4% | -23.7% | -25.3% |
| YTD | +35.5% | +43.6% | -8.1% | +2.0% |
| 1Y | +43.0% | +49.2% | -6.2% | +3.9% |
| 3Y | +196.3% | +190.2% | +6.1% | +19.0% |
| All | +196.3% | +189.0% | +7.3% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 3y: compounded portfolio wealth divided by compounded SOXQ 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…
3y analysis · Full analysis span regression · 6 months rolling