+502.4%
MTSI vs UUUU
+377.1%
+125.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.6% | +2.0% | -0.8% |
| 7D | +29.1% | +1.4% | +27.7% | +28.8% |
| 30D | -20.4% | -27.9% | +7.5% | -14.1% |
| 3M | -20.9% | -53.8% | +32.9% | -6.4% |
| 6M | -32.3% | -68.1% | +35.9% | -13.6% |
| YTD | +43.5% | -54.1% | +97.5% | +64.7% |
| 1Y | +43.8% | -57.8% | +101.6% | +67.2% |
| 3Y | +218.8% | -15.4% | +234.2% | +190.1% |
| 5Y | +228.3% | -39.2% | +267.6% | +197.2% |
| All | +502.4% | +377.1% | +125.2% | +232.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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