-72.6%
MTCH vs EXR
-13.9%
-58.8%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.5% | +3.2% | +1.7% |
| 7D | -2.4% | -3.1% | +0.7% | -1.2% |
| 30D | +12.8% | -7.5% | +20.3% | +16.4% |
| 3M | +20.0% | -7.5% | +27.5% | +23.7% |
| 6M | +34.7% | -5.2% | +39.9% | +37.1% |
| YTD | +30.6% | +6.5% | +24.1% | +26.2% |
| 1Y | +10.9% | -2.0% | +13.0% | +10.7% |
| 3Y | -2.0% | +21.5% | -23.6% | -13.7% |
| 5Y | -72.6% | -11.5% | -61.1% | -72.2% |
| All | -72.6% | -13.9% | -58.8% | -72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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