-72.7%
MTCH vs HRB
+114.1%
-186.8%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.8% | +1.2% |
| 7D | +1.3% | -8.0% | +9.3% | +3.1% |
| 30D | +15.9% | -16.0% | +31.8% | +20.2% |
| 3M | +23.3% | +26.9% | -3.6% | +16.1% |
| 6M | +40.1% | +51.1% | -11.0% | +25.8% |
| YTD | +33.6% | +7.1% | +26.5% | +31.3% |
| 1Y | +14.1% | -9.6% | +23.7% | +17.3% |
| 3Y | +1.4% | +25.4% | -24.0% | -8.3% |
| All | -72.7% | +114.1% | -186.8% | -80.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling