+125,387.6%
AAPL vs MRSH
+3,270.6%
+122,117.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.3% | +3.3% | +3.5% |
| 7D | -0.5% | -5.9% | +5.4% | +1.9% |
| 30D | +7.1% | -7.3% | +14.4% | +10.3% |
| 3M | +12.1% | +6.7% | +5.4% | +9.0% |
| 6M | +25.4% | +3.0% | +22.4% | +22.9% |
| YTD | +20.5% | -2.9% | +23.4% | +20.3% |
| 1Y | +44.5% | -9.0% | +53.5% | +47.6% |
| 3Y | +85.8% | -4.3% | +90.1% | +84.7% |
| 5Y | +124.8% | +19.4% | +105.3% | +105.3% |
| 10Y | +1,284.7% | +218.1% | +1,066.6% | +773.7% |
| All | +125,387.6% | +3,270.6% | +122,117.0% | +26,852.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling