+99.6%
PSX vs MTCH
+13.9%
+85.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.1% |
| 7D | +4.5% | +0.7% | +3.9% | +4.5% |
| 30D | +26.6% | +9.7% | +16.9% | +26.9% |
| 3M | +39.3% | +21.1% | +18.2% | +39.7% |
| 6M | +56.8% | +37.5% | +19.3% | +56.7% |
| YTD | +101.8% | +31.9% | +69.9% | +101.0% |
| 1Y | +99.6% | +14.6% | +85.1% | +96.5% |
| All | +99.6% | +13.9% | +85.7% | +96.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling