+8,975.1%
WELL vs MTCH
+14,357.7%
-5,382.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.6% |
| 7D | -1.3% | -1.8% | +0.5% | -1.1% |
| 30D | +0.5% | +10.4% | -9.9% | -0.4% |
| 3M | +19.1% | +21.0% | -1.9% | +16.7% |
| 6M | +17.0% | +36.6% | -19.7% | +13.2% |
| YTD | +29.2% | +29.7% | -0.5% | +25.5% |
| 1Y | +42.1% | +8.6% | +33.5% | +40.3% |
| 3Y | +204.5% | -2.7% | +207.3% | +199.4% |
| 5Y | +211.0% | -72.9% | +283.9% | +237.8% |
| 10Y | +337.6% | +185.0% | +152.6% | +275.1% |
| All | +8,975.1% | +14,357.7% | -5,382.6% | +6,870.1% |
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