+539.5%
MTSI vs ZBRA
+411.1%
+128.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.8% | +5.0% | +3.7% |
| 7D | +4.9% | +2.6% | +2.3% | +3.3% |
| 30D | -11.6% | -6.4% | -5.2% | -8.4% |
| 3M | -24.1% | +51.3% | -75.3% | -41.7% |
| 6M | +32.4% | +60.5% | -28.1% | -2.8% |
| YTD | +60.4% | +45.2% | +15.3% | +22.7% |
| 1Y | +111.0% | +12.3% | +98.6% | +85.9% |
| 3Y | +246.1% | +37.5% | +208.6% | +160.4% |
| 5Y | +340.3% | -39.2% | +379.5% | +422.3% |
| 10Y | +539.5% | +417.0% | +122.5% | +132.0% |
| All | +539.5% | +411.1% | +128.4% | +132.0% |
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