+358.3%
DELL vs MRSH
-9.2%
+367.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.2% | +12.2% | +11.9% |
| 7D | +8.2% | -4.8% | +13.0% | +6.9% |
| 30D | +17.1% | -6.3% | +23.4% | +15.2% |
| 3M | +45.2% | +5.8% | +39.4% | +43.8% |
| 6M | +286.8% | +2.8% | +284.0% | +285.6% |
| YTD | +354.8% | -3.1% | +357.9% | +355.5% |
| 1Y | +358.3% | -11.3% | +369.5% | +363.8% |
| All | +358.3% | -9.2% | +367.5% | +363.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling