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  • SPOT vs MTSI✓SelectedUSD · MTSISPOT vs MTSI performance historyLatest closeAs of-3.16%09/04
Stock and ETF performance explorer

SPOT vs MTSI

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+13.4%
MTSI return
-0.4%
Excess return
+13.8%
Maximum drawdown
-4.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1mo.

Portfolio and benchmark returns by period
PeriodPortfolioMTSIExcessAlpha
1D-3.2%+3.5%-6.6%-2.1%
7D-0.9%+1.4%-2.3%-0.4%
30D+12.5%+2.1%+10.4%+14.4%
All+13.4%-0.4%+13.8%+14.2%

Cumulative growth

Daily Returns

Daily percentage return beside MTSI.

Daily Out/Under-Performance

Portfolio return minus MTSI return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × MTSI 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 1mo: compounded portfolio wealth divided by compounded MTSI 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…

1mo analysis · Full analysis span regression · Available span rolling