+451.3%
MTSI vs TECH
+208.1%
+243.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +0.2% | +10.7% | +10.8% |
| 7D | -10.0% | +0.2% | -10.2% | -10.0% |
| 30D | -37.2% | +0.3% | -37.5% | -37.3% |
| 3M | -30.1% | +1.3% | -31.4% | -30.5% |
| 6M | -31.9% | +54.0% | -85.9% | -46.2% |
| YTD | +23.2% | +24.3% | -1.1% | +4.8% |
| 1Y | +26.4% | +25.8% | +0.6% | +6.3% |
| 3Y | +186.2% | +26.0% | +160.2% | +118.6% |
| 5Y | +187.0% | -40.1% | +227.2% | +247.1% |
| All | +451.3% | +208.1% | +243.2% | +129.6% |
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