+906.3%
XBI vs MTCH
+564.9%
+341.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.8% |
| 7D | -4.6% | +1.3% | -5.9% | -5.0% |
| 30D | -2.0% | +15.9% | -17.9% | -6.4% |
| 3M | +17.8% | +23.3% | -5.5% | +10.0% |
| 6M | +23.7% | +40.1% | -16.4% | +11.0% |
| YTD | +28.2% | +33.6% | -5.4% | +16.1% |
| 1Y | +64.0% | +14.1% | +49.9% | +55.4% |
| 3Y | +99.4% | +1.4% | +98.0% | +88.6% |
| 5Y | +19.3% | -73.1% | +92.5% | +60.9% |
| 10Y | +158.7% | +204.8% | -46.1% | +41.7% |
| All | +906.3% | +564.9% | +341.4% | +248.0% |
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