+63.8%
DOCU vs MTCH
-4.2%
+68.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.7% | -3.2% | -4.1% |
| 7D | +0.7% | -1.8% | +2.5% | +1.5% |
| 30D | +8.0% | +10.4% | -2.4% | +3.1% |
| 3M | +41.0% | +21.0% | +20.0% | +29.0% |
| 6M | +33.7% | +36.6% | -3.0% | +15.7% |
| YTD | -4.9% | +29.7% | -34.5% | -15.5% |
| 1Y | -20.4% | +8.6% | -29.0% | -23.6% |
| 3Y | +29.6% | -2.7% | +32.3% | +23.5% |
| 5Y | -76.9% | -72.9% | -4.0% | -64.2% |
| All | +63.8% | -4.2% | +68.0% | +58.5% |
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