+319.8%
ROIV vs MTCH
-72.5%
+392.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.6% |
| 7D | +22.3% | -2.4% | +24.7% | +23.0% |
| 30D | +16.9% | +12.8% | +4.1% | +13.1% |
| 3M | +43.9% | +20.0% | +24.0% | +36.6% |
| 6M | +41.6% | +34.7% | +6.9% | +30.2% |
| YTD | +92.7% | +30.6% | +62.1% | +78.2% |
| 1Y | +210.2% | +10.9% | +199.2% | +198.2% |
| 3Y | +231.8% | -2.0% | +233.9% | +220.0% |
| 5Y | +319.8% | -72.6% | +392.4% | +392.2% |
| All | +319.8% | -72.5% | +392.3% | +392.2% |
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