+14,456.1%
MTCH vs HRB
+1,241.0%
+13,215.1%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.1% |
| 7D | -2.4% | -10.6% | +8.2% | +0.3% |
| 30D | +12.8% | -0.8% | +13.6% | +12.5% |
| 3M | +20.0% | +19.1% | +0.9% | +14.0% |
| 6M | +34.7% | +48.7% | -14.0% | +19.5% |
| YTD | +30.6% | +7.1% | +23.5% | +25.4% |
| 1Y | +10.9% | -8.3% | +19.3% | +10.5% |
| 3Y | -2.0% | +25.8% | -27.9% | -11.5% |
| 5Y | -72.6% | +111.1% | -183.7% | -78.7% |
| 10Y | +197.9% | +206.6% | -8.7% | +92.6% |
| All | +14,456.1% | +1,241.0% | +13,215.1% | +5,304.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling