+65.2%
ALAB vs MRSH
-7.9%
+73.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.4% | +11.2% | +7.8% |
| 7D | +7.2% | -3.6% | +10.8% | +2.1% |
| 30D | -2.5% | -3.0% | +0.5% | -6.0% |
| 3M | -13.3% | +15.8% | -29.1% | +8.3% |
| 6M | +172.8% | +1.6% | +171.3% | +209.2% |
| YTD | +86.6% | +1.7% | +84.9% | +113.7% |
| 1Y | +65.2% | -8.0% | +73.2% | +79.0% |
| All | +65.2% | -7.9% | +73.0% | +79.0% |
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