+48.5%
AMZN vs MRSH
+18.2%
+30.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.2% | +2.0% |
| 7D | -0.7% | -4.8% | +4.1% | +1.6% |
| 30D | -3.9% | -6.3% | +2.4% | -0.9% |
| 3M | +6.3% | +5.8% | +0.5% | +2.5% |
| 6M | +20.8% | +2.8% | +18.0% | +17.3% |
| YTD | +11.2% | -3.1% | +14.4% | +11.3% |
| 1Y | +11.7% | -11.3% | +22.9% | +17.2% |
| 3Y | +79.4% | -5.0% | +84.4% | +70.7% |
| All | +48.5% | +18.2% | +30.3% | +10.5% |
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