+93.1%
ORCL vs MTCH
-72.5%
+165.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.7% |
| 7D | +10.9% | -2.4% | +13.3% | +11.3% |
| 30D | +7.0% | +12.8% | -5.8% | +4.7% |
| 3M | -21.2% | +20.0% | -41.2% | -23.8% |
| 6M | +7.4% | +34.7% | -27.3% | +2.1% |
| YTD | -16.3% | +30.6% | -46.8% | -20.1% |
| 1Y | -32.3% | +10.9% | -43.3% | -34.0% |
| 3Y | +32.6% | -2.0% | +34.6% | +29.1% |
| 5Y | +93.1% | -72.6% | +165.7% | +120.5% |
| All | +93.1% | -72.5% | +165.6% | +120.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 MTCH 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