+120.2%
BKR vs MRSH
+218.8%
-98.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -7.0% | -4.8% | -2.2% | -4.6% |
| 30D | -8.1% | -6.3% | -1.8% | -5.1% |
| 3M | -6.6% | +5.8% | -12.4% | -10.5% |
| 6M | +0.9% | +2.8% | -1.9% | -2.8% |
| YTD | +31.1% | -3.1% | +34.2% | +30.0% |
| 1Y | +27.7% | -11.3% | +39.0% | +32.7% |
| 3Y | +71.2% | -5.0% | +76.2% | +66.3% |
| 5Y | +177.6% | +19.2% | +158.5% | +121.9% |
| All | +120.2% | +218.8% | -98.7% | +0.2% |
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