+202.1%
URI vs MTCH
-72.9%
+274.9%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.7% | -2.5% |
| 7D | -6.0% | +3.7% | -9.7% | -7.0% |
| 30D | +4.6% | -2.8% | +7.4% | +5.0% |
| 3M | -2.7% | +9.3% | -12.0% | -6.0% |
| 6M | +18.4% | +9.2% | +9.2% | +13.5% |
| YTD | +37.4% | +26.5% | +10.9% | +24.7% |
| 1Y | +30.4% | +22.6% | +7.7% | +19.5% |
| 3Y | +147.9% | +40.8% | +107.1% | +112.2% |
| 5Y | +202.1% | -72.9% | +274.9% | +339.4% |
| All | +202.1% | -72.9% | +274.9% | +339.4% |
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