+29.1%
XLV vs MTCH
+28.3%
+0.8%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.6% | +0.1% | -2.2% |
| 7D | +0.5% | -8.2% | +8.7% | +1.4% |
| 30D | +10.7% | -3.6% | +14.3% | +11.0% |
| 3M | +13.1% | +3.2% | +9.9% | +12.5% |
| 6M | +28.3% | +5.1% | +23.2% | +26.8% |
| YTD | +20.9% | +24.0% | -3.1% | +16.9% |
| 1Y | +29.1% | +20.7% | +8.4% | +25.1% |
| All | +29.1% | +28.3% | +0.8% | +25.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling