+15.2%
BABA vs MRSH
+218.8%
-203.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -3.5% | -4.8% | +1.3% | -1.7% |
| 30D | -12.7% | -6.3% | -6.4% | -10.6% |
| 3M | -3.0% | +5.8% | -8.8% | -5.5% |
| 6M | -19.1% | +2.8% | -21.9% | -20.7% |
| YTD | -24.7% | -3.1% | -21.6% | -24.9% |
| 1Y | -29.0% | -11.3% | -17.8% | -26.8% |
| 3Y | +30.9% | -5.0% | +35.9% | +28.6% |
| 5Y | -30.9% | +19.2% | -50.1% | -40.0% |
| All | +15.2% | +218.8% | -203.6% | -32.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling