+226.6%
RCL vs MTCH
-72.5%
+299.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.6% |
| 7D | -2.5% | -1.4% | -1.0% | -1.9% |
| 30D | -15.7% | +13.6% | -29.3% | -19.8% |
| 3M | -3.6% | +22.4% | -26.0% | -11.2% |
| 6M | -8.7% | +37.2% | -45.8% | -19.4% |
| YTD | -6.2% | +31.8% | -38.0% | -16.2% |
| 1Y | -22.9% | +12.9% | -35.8% | -27.1% |
| 3Y | +173.6% | -1.1% | +174.7% | +160.8% |
| 5Y | +226.6% | -73.5% | +300.1% | +395.8% |
| All | +226.6% | -72.5% | +299.1% | +395.8% |
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