+257,148.5%
AMZN vs MRSH
+1,519.4%
+255,629.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | -2.7% | -5.9% | +3.2% | +0.4% |
| 30D | -7.5% | -7.3% | -0.2% | -3.8% |
| 3M | +5.8% | +6.7% | -0.8% | +1.7% |
| 6M | +17.5% | +3.0% | +14.5% | +14.0% |
| YTD | +9.1% | -2.9% | +12.0% | +8.7% |
| 1Y | +9.4% | -9.0% | +18.3% | +11.9% |
| 3Y | +82.2% | -4.3% | +86.5% | +78.7% |
| 5Y | +45.2% | +19.4% | +25.8% | +27.4% |
| 10Y | +562.7% | +218.1% | +344.7% | +235.0% |
| All | +257,148.5% | +1,519.4% | +255,629.1% | +36,306.5% |
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 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