+111.0%
MTSI vs VIK
+39.1%
+71.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.5% | +1.1% |
| 7D | +4.9% | +3.6% | +1.3% | +3.4% |
| 30D | -11.6% | -16.7% | +5.2% | -5.2% |
| 3M | -24.1% | -1.1% | -23.0% | -23.5% |
| 6M | +32.4% | +27.8% | +4.6% | +19.3% |
| YTD | +60.4% | +23.3% | +37.1% | +44.7% |
| 1Y | +111.0% | +38.2% | +72.8% | +74.7% |
| All | +111.0% | +39.1% | +71.8% | +74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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