+2,422.4%
HALO vs MTCH
+469.5%
+1,952.8%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.2% |
| 7D | -2.7% | +1.3% | -4.0% | -3.1% |
| 30D | +5.3% | +15.9% | -10.6% | +0.4% |
| 3M | +51.6% | +23.3% | +28.3% | +41.2% |
| 6M | +61.3% | +40.1% | +21.1% | +43.6% |
| YTD | +59.3% | +33.6% | +25.7% | +43.3% |
| 1Y | +38.3% | +14.1% | +24.2% | +30.4% |
| 3Y | +185.9% | +1.4% | +184.4% | +168.4% |
| 5Y | +159.9% | -73.1% | +233.1% | +255.7% |
| 10Y | +965.6% | +204.8% | +760.8% | +311.9% |
| All | +2,422.4% | +469.5% | +1,952.8% | +469.7% |
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