+963.7%
ASX vs MTCH
+203.9%
+759.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.9% | -4.2% | -3.5% |
| 7D | +6.5% | -1.4% | +7.9% | +6.8% |
| 30D | +3.1% | +13.6% | -10.5% | -0.4% |
| 3M | +17.4% | +22.4% | -5.0% | +10.8% |
| 6M | +85.4% | +37.2% | +48.3% | +69.9% |
| YTD | +150.1% | +31.8% | +118.3% | +130.8% |
| 1Y | +256.3% | +12.9% | +243.4% | +241.3% |
| 3Y | +446.9% | -1.1% | +448.0% | +424.2% |
| 5Y | +447.1% | -73.5% | +520.6% | +599.1% |
| All | +963.7% | +203.9% | +759.8% | +725.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 MTCH 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