+581.1%
MTSI vs UUUU
+524.5%
+56.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.5% | +4.6% | +4.2% |
| 7D | +11.1% | +1.8% | +9.3% | +10.7% |
| 30D | -3.7% | +1.8% | -5.5% | -4.2% |
| 3M | -20.2% | +1.3% | -21.5% | -20.5% |
| 6M | +30.8% | -26.8% | +57.6% | +37.3% |
| YTD | +67.0% | +0.1% | +67.0% | +61.7% |
| 1Y | +120.4% | +11.2% | +109.2% | +102.2% |
| 3Y | +260.4% | +97.7% | +162.7% | +173.1% |
| 5Y | +356.3% | +127.3% | +228.9% | +212.7% |
| 10Y | +581.1% | +532.6% | +48.5% | +217.6% |
| All | +581.1% | +524.5% | +56.6% | +217.6% |
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