+229.2%
ROIV vs MTCH
-3.6%
+232.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -1.7% | +20.4% | +19.0% |
| 7D | +20.2% | -1.8% | +22.0% | +20.5% |
| 30D | +14.1% | +10.4% | +3.7% | +12.0% |
| 3M | +45.6% | +21.0% | +24.6% | +40.0% |
| 6M | +44.1% | +36.6% | +7.5% | +35.5% |
| YTD | +91.2% | +29.7% | +61.5% | +81.0% |
| 1Y | +221.3% | +8.6% | +212.7% | +212.8% |
| 3Y | +229.2% | -2.7% | +231.9% | +212.8% |
| All | +229.2% | -3.6% | +232.8% | +212.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling