+171.3%
MTSI vs VIK
+228.1%
-56.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.3% |
| 7D | +1.4% | -3.0% | +4.4% | +3.0% |
| 30D | +2.1% | -20.7% | +22.8% | +14.3% |
| 3M | -29.7% | -4.6% | -25.1% | -28.1% |
| 6M | +12.5% | +14.0% | -1.5% | +3.6% |
| YTD | +57.0% | +20.2% | +36.9% | +39.0% |
| 1Y | +103.9% | +36.0% | +67.9% | +67.2% |
| All | +171.3% | +228.1% | -56.8% | +46.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling