+48.0%
BAX vs MTCH
+27.4%
+20.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.4% | -0.5% | +2.6% |
| 7D | +4.1% | -4.4% | +8.5% | +5.1% |
| 30D | +9.4% | -0.3% | +9.7% | +8.3% |
| 3M | -6.5% | -2.0% | -4.5% | -7.2% |
| 6M | +59.6% | +6.4% | +53.2% | +52.8% |
| YTD | +38.9% | +27.3% | +11.5% | +20.0% |
| 1Y | +48.0% | +30.3% | +17.7% | +25.4% |
| All | +48.0% | +27.4% | +20.6% | +25.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling