+30.3%
MTCH vs HRB
+16.9%
+13.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.4% | +0.1% | +4.0% |
| 7D | -4.4% | +16.0% | -20.4% | -5.9% |
| 30D | -0.3% | +32.1% | -32.4% | -3.2% |
| 3M | -2.0% | +21.5% | -23.5% | -4.0% |
| 6M | +6.4% | +82.1% | -75.6% | +3.5% |
| YTD | +27.3% | +31.6% | -4.3% | +28.3% |
| 1Y | +30.3% | +15.9% | +14.4% | +34.0% |
| All | +30.3% | +16.9% | +13.4% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling