+206.4%
HD vs MTCH
+208.0%
-1.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.8% |
| 7D | -3.8% | +1.3% | -5.1% | -4.1% |
| 30D | -9.4% | +15.9% | -25.3% | -11.9% |
| 3M | -4.6% | +23.3% | -27.9% | -8.3% |
| 6M | -10.1% | +40.1% | -50.2% | -15.7% |
| YTD | -8.3% | +33.6% | -41.9% | -13.5% |
| 1Y | -25.0% | +14.1% | -39.1% | -27.3% |
| 3Y | +1.5% | +1.4% | +0.1% | -1.9% |
| 5Y | +5.6% | -73.1% | +78.7% | +21.9% |
| All | +206.4% | +208.0% | -1.6% | +152.9% |
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