+795.1%
BKNG vs MRSH
+780.3%
+14.8%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -9.8% | -4.8% | -5.0% | -7.2% |
| 30D | -17.9% | -6.3% | -11.5% | -14.7% |
| 3M | +6.6% | +5.8% | +0.8% | +3.3% |
| 6M | +1.1% | +2.8% | -1.7% | -0.8% |
| YTD | -18.2% | -3.1% | -15.1% | -17.3% |
| 1Y | -20.2% | -11.3% | -8.9% | -15.6% |
| 3Y | +39.9% | -5.0% | +44.8% | +40.7% |
| 5Y | +93.1% | +19.2% | +73.9% | +70.4% |
| 10Y | +214.8% | +217.4% | -2.6% | +61.8% |
| All | +795.1% | +780.3% | +14.8% | +187.4% |
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 1990-01-01 to 2026-09-11: 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…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling