+1,278.0%
AAPL vs MRSH
+218.8%
+1,059.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.9% |
| 7D | +3.8% | -4.8% | +8.6% | +6.7% |
| 30D | +9.9% | -6.3% | +16.3% | +14.0% |
| 3M | +12.5% | +5.8% | +6.7% | +8.4% |
| 6M | +27.6% | +2.8% | +24.8% | +23.8% |
| YTD | +22.6% | -3.1% | +25.7% | +22.3% |
| 1Y | +45.0% | -11.3% | +56.2% | +52.0% |
| 3Y | +87.8% | -5.0% | +92.7% | +84.8% |
| 5Y | +128.7% | +19.2% | +109.5% | +91.8% |
| All | +1,278.0% | +218.8% | +1,059.2% | +668.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling