+120.4%
MTSI vs TROW
+5.3%
+115.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.5% | +5.7% | +4.4% |
| 7D | +11.1% | -1.5% | +12.6% | +11.4% |
| 30D | -3.7% | -5.3% | +1.6% | -2.6% |
| 3M | -20.2% | +2.9% | -23.2% | -22.1% |
| 6M | +30.8% | +22.2% | +8.6% | +18.0% |
| YTD | +67.0% | +8.1% | +59.0% | +54.8% |
| 1Y | +120.4% | +5.8% | +114.6% | +108.3% |
| All | +120.4% | +5.3% | +115.1% | +108.3% |
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