+33.9%
AAPL vs MRSH
-7.9%
+41.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.1% | -2.4% |
| 7D | +0.1% | -3.6% | +3.7% | +0.4% |
| 30D | +3.0% | -3.0% | +6.0% | +3.2% |
| 3M | +2.9% | +15.8% | -12.9% | +2.3% |
| 6M | +22.1% | +1.6% | +20.5% | +21.9% |
| YTD | +18.0% | +1.7% | +16.3% | +17.9% |
| 1Y | +33.9% | -8.0% | +42.0% | +35.0% |
| All | +33.9% | -7.9% | +41.8% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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