-2.7%
MTCH vs RACE
+39.3%
-42.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.5% |
| 7D | -1.8% | -1.0% | -0.8% | -1.6% |
| 30D | +10.4% | -1.5% | +12.0% | +10.7% |
| 3M | +21.0% | +15.5% | +5.5% | +17.4% |
| 6M | +36.6% | +17.3% | +19.3% | +31.9% |
| YTD | +29.7% | +11.1% | +18.6% | +25.9% |
| 1Y | +8.6% | -14.3% | +22.9% | +10.0% |
| 3Y | -2.7% | +40.2% | -42.9% | -7.3% |
| All | -2.7% | +39.3% | -42.0% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 3y: compounded portfolio wealth divided by compounded RACE 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…
3y analysis · Full analysis span regression · 6 months rolling