+127.8%
AAPL vs MRSH
+18.2%
+109.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.9% |
| 7D | +3.8% | -4.8% | +8.6% | +6.4% |
| 30D | +9.9% | -6.3% | +16.3% | +13.5% |
| 3M | +12.5% | +5.8% | +6.7% | +8.9% |
| 6M | +27.6% | +2.8% | +24.8% | +24.3% |
| YTD | +22.6% | -3.1% | +25.7% | +22.7% |
| 1Y | +45.0% | -11.3% | +56.2% | +52.6% |
| 3Y | +87.8% | -5.0% | +92.7% | +83.3% |
| All | +127.8% | +18.2% | +109.6% | +75.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling