+9,283.2%
WELL vs MTCH
+14,599.3%
-5,316.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | +0.1% | +6.7% | -6.5% | -0.5% |
| 30D | +5.7% | -1.8% | +7.5% | +5.8% |
| 3M | +4.6% | +12.2% | -7.6% | +3.4% |
| 6M | +11.9% | +16.6% | -4.8% | +9.9% |
| YTD | +33.6% | +31.8% | +1.7% | +29.4% |
| 1Y | +29.8% | +30.8% | -1.1% | +25.8% |
| 3Y | +202.2% | +49.6% | +152.5% | +185.2% |
| 5Y | +223.2% | -70.3% | +293.6% | +248.4% |
| 10Y | +461.7% | +155.1% | +306.6% | +385.9% |
| All | +9,283.2% | +14,599.3% | -5,316.1% | +7,087.8% |
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 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