+1,848.7%
BEN vs MTCH
+14,357.7%
-12,509.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.1% |
| 7D | +4.7% | -1.8% | +6.5% | +5.0% |
| 30D | +2.6% | +10.4% | -7.8% | +0.7% |
| 3M | +11.5% | +21.0% | -9.5% | +7.5% |
| 6M | +35.3% | +36.6% | -1.3% | +27.6% |
| YTD | +48.6% | +29.7% | +19.0% | +41.3% |
| 1Y | +46.7% | +8.6% | +38.1% | +43.8% |
| 3Y | +57.0% | -2.7% | +59.7% | +54.4% |
| 5Y | +41.8% | -72.9% | +114.7% | +68.1% |
| 10Y | +55.2% | +185.0% | -129.8% | +14.1% |
| All | +1,848.7% | +14,357.7% | -12,509.0% | +988.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling