+302.4%
ROIV vs MTCH
-70.3%
+372.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.2% | -2.6% | +0.7% |
| 7D | +9.5% | +3.5% | +5.9% | +8.7% |
| 30D | +21.0% | +0.3% | +20.7% | +20.7% |
| 3M | +18.7% | +13.7% | +5.0% | +14.9% |
| 6M | +44.5% | +17.6% | +26.9% | +38.3% |
| YTD | +92.9% | +31.8% | +61.0% | +79.3% |
| 1Y | +100.2% | +29.2% | +71.0% | +86.8% |
| 3Y | +375.0% | +46.7% | +328.3% | +318.4% |
| 5Y | +435.2% | -70.9% | +506.1% | +502.3% |
| All | +302.4% | -70.3% | +372.7% | +349.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling