+35.8%
BEN vs MTCH
-73.3%
+109.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.5% |
| 7D | -3.1% | +1.3% | -4.4% | -3.5% |
| 30D | +0.2% | +15.9% | -15.7% | -4.6% |
| 3M | +6.8% | +23.3% | -16.4% | -0.5% |
| 6M | +38.1% | +40.1% | -2.0% | +23.3% |
| YTD | +44.3% | +33.6% | +10.8% | +30.5% |
| 1Y | +42.6% | +14.1% | +28.5% | +35.2% |
| 3Y | +52.3% | +1.4% | +50.9% | +44.3% |
| All | +35.8% | -73.3% | +109.0% | +66.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling