+193.7%
MTSI vs TECH
+29.9%
+163.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -3.8% | +0.2% | -4.0% | -3.9% |
| 30D | -31.4% | +0.5% | -31.9% | -31.5% |
| 3M | -23.8% | +1.1% | -24.8% | -24.0% |
| 6M | -37.1% | +51.0% | -88.1% | -44.4% |
| YTD | +32.2% | +24.4% | +7.9% | +21.2% |
| 1Y | +26.9% | +27.4% | -0.5% | +15.1% |
| 3Y | +193.7% | +28.5% | +165.3% | +165.1% |
| All | +193.7% | +29.9% | +163.8% | +165.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling