+539.5%
MTSI vs TROW
+129.7%
+409.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.4% |
| 7D | +4.9% | +0.4% | +4.5% | +4.5% |
| 30D | -11.6% | -4.0% | -7.6% | -9.3% |
| 3M | -24.1% | +5.0% | -29.1% | -27.6% |
| 6M | +32.4% | +24.3% | +8.1% | +11.7% |
| YTD | +60.4% | +9.8% | +50.7% | +46.3% |
| 1Y | +111.0% | +6.4% | +104.5% | +96.7% |
| 3Y | +246.1% | +15.8% | +230.3% | +198.0% |
| 5Y | +340.3% | -37.3% | +377.6% | +475.4% |
| 10Y | +539.5% | +130.6% | +408.9% | +256.5% |
| All | +539.5% | +129.7% | +409.8% | +256.5% |
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