+724.9%
DELL vs MRSH
-4.9%
+729.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.2% | +12.2% | +12.0% |
| 7D | +8.2% | -4.8% | +13.0% | +8.0% |
| 30D | +17.1% | -6.3% | +23.4% | +16.7% |
| 3M | +45.2% | +5.8% | +39.4% | +42.9% |
| 6M | +286.8% | +2.8% | +284.0% | +282.7% |
| YTD | +354.8% | -3.1% | +357.9% | +354.7% |
| 1Y | +358.3% | -11.3% | +369.5% | +365.7% |
| 3Y | +724.9% | -5.0% | +729.9% | +721.0% |
| All | +724.9% | -4.9% | +729.8% | +721.0% |
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