+254.0%
DELL vs MRSH
+0.1%
+253.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.3% | -5.6% | -5.2% |
| 7D | -1.9% | -5.9% | +4.0% | -5.5% |
| 30D | +14.9% | -7.3% | +22.2% | +9.8% |
| 3M | +37.2% | +6.7% | +30.5% | +38.1% |
| 6M | +254.0% | +3.0% | +251.0% | +260.4% |
| All | +254.0% | +0.1% | +253.9% | +260.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling