+61.7%
MTSI vs TECH
+19.5%
+42.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -10.7% | +0.1% | -10.7% | -10.7% |
| 30D | -29.0% | +0.2% | -29.2% | -29.0% |
| 3M | -14.7% | +1.0% | -15.7% | -14.8% |
| 6M | -20.1% | +33.3% | -53.3% | -22.8% |
| YTD | +36.1% | +24.2% | +11.9% | +31.4% |
| 1Y | +61.7% | +19.7% | +42.0% | +56.3% |
| All | +61.7% | +19.5% | +42.3% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 1y: compounded portfolio wealth divided by compounded TECH 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…
1y analysis · Full analysis span regression · 6 months rolling