+138.1%
MTCH vs RACE
+658.2%
-520.1%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | +3.5% | -3.9% | +7.4% | +5.5% |
| 30D | +0.3% | +6.8% | -6.5% | -2.9% |
| 3M | +13.7% | +1.3% | +12.3% | +12.6% |
| 6M | +17.6% | +26.3% | -8.7% | +4.2% |
| YTD | +31.8% | +13.8% | +18.0% | +21.5% |
| 1Y | +29.2% | -0.5% | +29.7% | +27.0% |
| 3Y | +46.7% | +25.6% | +21.1% | +19.0% |
| 5Y | -70.9% | +67.6% | -138.5% | -80.3% |
| 10Y | +155.1% | +724.7% | -569.6% | -1.1% |
| All | +138.1% | +658.2% | -520.1% | -7.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling