+246.1%
MTSI vs WTW
+65.4%
+180.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.8% | +5.0% | +1.5% |
| 7D | +4.9% | -2.7% | +7.6% | +4.2% |
| 30D | -11.6% | -5.6% | -5.9% | -12.6% |
| 3M | -24.1% | +26.5% | -50.6% | -19.4% |
| 6M | +32.4% | +8.1% | +24.3% | +39.1% |
| YTD | +60.4% | -0.3% | +60.7% | +68.1% |
| 1Y | +111.0% | -0.9% | +111.8% | +121.0% |
| 3Y | +246.1% | +66.6% | +179.5% | +269.3% |
| All | +246.1% | +65.4% | +180.8% | +269.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded WTW 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling