+28.9%
MTSI vs TECH
+26.8%
+2.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.1% | +8.9% | +9.0% |
| 7D | +3.5% | +0.2% | +3.3% | +3.5% |
| 30D | -30.3% | +0.5% | -30.8% | -30.4% |
| 3M | -26.0% | +0.9% | -26.9% | -26.1% |
| 6M | -36.1% | +51.0% | -87.1% | -39.2% |
| YTD | +34.3% | +24.4% | +9.9% | +26.3% |
| All | +28.9% | +26.8% | +2.1% | +21.2% |
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