+502.4%
MTSI vs TECH
+187.7%
+314.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.7% |
| 7D | +29.1% | +0.2% | +28.9% | +29.0% |
| 30D | -20.4% | +0.5% | -20.9% | -20.6% |
| 3M | -20.9% | +1.0% | -21.9% | -21.3% |
| 6M | -32.3% | +54.1% | -86.3% | -46.4% |
| YTD | +43.5% | +24.4% | +19.1% | +22.1% |
| 1Y | +43.8% | +19.3% | +24.5% | +24.9% |
| 3Y | +218.8% | +28.5% | +190.2% | +140.5% |
| 5Y | +228.3% | -41.0% | +269.3% | +301.1% |
| All | +502.4% | +187.7% | +314.6% | +165.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling