+477.8%
MTSI vs UUUU
+399.3%
+78.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -7.8% | +6.3% | +0.2% |
| 7D | -3.8% | -6.9% | +3.1% | -2.0% |
| 30D | -31.4% | -32.3% | +0.9% | -25.0% |
| 3M | -23.8% | -52.8% | +29.1% | -10.2% |
| 6M | -37.1% | -68.5% | +31.4% | -19.6% |
| YTD | +32.2% | -53.6% | +85.9% | +51.4% |
| 1Y | +26.9% | -59.1% | +86.1% | +48.5% |
| 3Y | +193.7% | -14.7% | +208.4% | +166.7% |
| 5Y | +218.0% | -35.4% | +253.5% | +184.4% |
| 10Y | +477.8% | +378.0% | +99.7% | +238.0% |
| All | +477.8% | +399.3% | +78.5% | +238.0% |
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