+477.8%
MTSI vs TROW
+136.0%
+341.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.6% |
| 7D | -3.8% | +4.4% | -8.2% | -6.3% |
| 30D | -31.4% | +5.5% | -36.8% | -33.7% |
| 3M | -23.8% | -1.3% | -22.4% | -23.2% |
| 6M | -37.1% | +7.9% | -44.9% | -41.1% |
| YTD | +32.2% | +12.6% | +19.6% | +18.5% |
| 1Y | +26.9% | +13.3% | +13.6% | +13.2% |
| 3Y | +193.7% | +38.6% | +155.2% | +123.8% |
| 5Y | +218.0% | -34.7% | +252.8% | +305.2% |
| 10Y | +477.8% | +129.9% | +347.8% | +260.7% |
| All | +477.8% | +136.0% | +341.8% | +260.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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