+26.9%
MTSI vs TROW
+13.0%
+14.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.5% |
| 7D | -3.8% | +4.4% | -8.2% | -3.9% |
| 30D | -31.4% | +5.5% | -36.8% | -31.4% |
| 3M | -23.8% | -1.3% | -22.4% | -23.4% |
| 6M | -37.1% | +7.9% | -44.9% | -38.0% |
| YTD | +32.2% | +12.6% | +19.6% | +22.9% |
| 1Y | +26.9% | +13.3% | +13.6% | +17.4% |
| All | +26.9% | +13.0% | +14.0% | +17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling