+471.4%
MTSI vs ZBRA
+410.7%
+60.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.5% | +7.6% | +8.2% |
| 7D | +3.5% | -9.5% | +13.1% | +9.2% |
| 30D | -30.3% | -15.6% | -14.7% | -23.4% |
| 3M | -26.0% | -13.2% | -12.8% | -20.0% |
| 6M | -36.1% | +44.5% | -80.6% | -50.2% |
| YTD | +34.3% | +34.5% | -0.3% | +7.0% |
| 1Y | +35.3% | +25.9% | +9.4% | +12.3% |
| 3Y | +217.6% | +61.3% | +156.3% | +117.5% |
| 5Y | +210.1% | -45.2% | +255.3% | +291.9% |
| 10Y | +471.4% | +386.5% | +84.9% | +120.7% |
| All | +471.4% | +410.7% | +60.7% | +120.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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