+615.9%
SMTC vs MTCH
-0.9%
+616.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.4% | +3.7% | +4.7% |
| 7D | +13.1% | +1.3% | +11.8% | +12.6% |
| 30D | +19.5% | +15.9% | +3.6% | +13.6% |
| 3M | +2.2% | +23.3% | -21.0% | -5.8% |
| 6M | +94.9% | +40.1% | +54.7% | +69.9% |
| YTD | +127.0% | +33.6% | +93.4% | +100.6% |
| 1Y | +174.6% | +14.1% | +160.5% | +157.3% |
| 3Y | +615.9% | +1.4% | +614.5% | +719.5% |
| All | +615.9% | -0.9% | +616.8% | +719.5% |
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