-21.2%
BSX vs MRSH
-4.9%
-16.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -10.1% | -4.8% | -5.3% | -8.6% |
| 30D | -16.4% | -6.3% | -10.1% | -14.6% |
| 3M | -8.9% | +5.8% | -14.7% | -10.6% |
| 6M | -38.3% | +2.8% | -41.1% | -39.2% |
| YTD | -54.9% | -3.1% | -51.8% | -54.8% |
| 1Y | -58.8% | -11.3% | -47.5% | -57.4% |
| 3Y | -21.2% | -5.0% | -16.3% | -20.2% |
| All | -21.2% | -4.9% | -16.3% | -20.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling