+471.4%
MTSI vs TECH
+204.1%
+267.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.1% | +8.9% | +9.0% |
| 7D | +3.5% | +0.2% | +3.3% | +3.4% |
| 30D | -30.3% | +0.5% | -30.8% | -30.5% |
| 3M | -26.0% | +0.9% | -26.9% | -26.3% |
| 6M | -36.1% | +51.0% | -87.1% | -48.9% |
| YTD | +34.3% | +24.4% | +9.9% | +14.3% |
| 1Y | +35.3% | +27.6% | +7.7% | +13.0% |
| 3Y | +217.6% | +29.9% | +187.7% | +138.1% |
| 5Y | +210.1% | -40.6% | +250.7% | +277.3% |
| 10Y | +471.4% | +196.7% | +274.7% | +157.1% |
| All | +471.4% | +204.1% | +267.3% | +157.1% |
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