+41.3%
SBUX vs MTCH
+27.4%
+13.9%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.4% | +0.3% | +3.8% |
| 7D | +6.3% | -4.4% | +10.7% | +7.1% |
| 30D | +16.2% | -0.3% | +16.5% | +15.9% |
| 3M | +5.1% | -2.0% | +7.1% | +5.1% |
| 6M | +5.7% | +6.4% | -0.7% | +3.5% |
| YTD | +32.6% | +27.3% | +5.3% | +21.4% |
| 1Y | +41.3% | +30.3% | +11.0% | +26.8% |
| All | +41.3% | +27.4% | +13.9% | +26.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling