+320.4%
MTSI vs TECH
-42.5%
+362.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | +2.1% | +0.7% | +1.4% | +1.8% |
| 3M | -29.7% | +36.3% | -66.1% | -38.0% |
| 6M | +12.5% | +25.6% | -13.0% | +0.6% |
| YTD | +57.0% | +23.7% | +33.3% | +39.6% |
| 1Y | +103.9% | +37.6% | +66.3% | +70.1% |
| 3Y | +223.6% | -6.6% | +230.2% | +210.9% |
| All | +320.4% | -42.5% | +362.8% | +389.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling