+468.8%
MTSI vs TECH
+187.9%
+280.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.1% | -5.6% | -5.6% |
| 7D | +10.0% | +0.1% | +9.9% | +9.9% |
| 30D | -20.3% | +0.5% | -20.9% | -20.5% |
| 3M | -24.4% | +1.1% | -25.5% | -24.8% |
| 6M | -39.2% | +62.8% | -102.0% | -53.1% |
| YTD | +35.5% | +24.5% | +11.0% | +15.2% |
| 1Y | +43.0% | +20.6% | +22.4% | +23.4% |
| 3Y | +196.3% | +29.5% | +166.8% | +122.5% |
| 5Y | +210.0% | -40.9% | +251.0% | +278.6% |
| All | +468.8% | +187.9% | +280.9% | +150.5% |
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