+271.5%
RMD vs MTCH
+208.0%
+63.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.9% |
| 7D | -4.4% | +1.3% | -5.7% | -4.7% |
| 30D | -3.1% | +15.9% | -19.0% | -6.1% |
| 3M | +13.8% | +23.3% | -9.5% | +8.7% |
| 6M | -8.6% | +40.1% | -48.7% | -15.1% |
| YTD | -8.6% | +33.6% | -42.2% | -14.5% |
| 1Y | -19.7% | +14.1% | -33.8% | -22.5% |
| 3Y | +48.4% | +1.4% | +47.0% | +42.7% |
| 5Y | -22.7% | -73.1% | +50.4% | -6.4% |
| All | +271.5% | +208.0% | +63.4% | +179.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling