+84.2%
DOCN vs MRSH
+91.9%
-7.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.2% | +8.2% | +8.1% |
| 7D | -12.8% | -0.5% | -12.3% | -12.7% |
| 30D | -41.9% | +16.3% | -58.2% | -46.1% |
| 3M | -36.9% | +7.3% | -44.2% | -39.6% |
| 6M | -52.2% | +26.6% | -78.9% | -59.9% |
| YTD | +62.7% | +12.6% | +50.1% | +46.3% |
| 1Y | +58.2% | +16.0% | +42.3% | +37.9% |
| 3Y | +219.5% | +8.8% | +210.7% | +178.0% |
| 5Y | -32.9% | +34.3% | -67.2% | -55.3% |
| All | +84.2% | +91.9% | -7.7% | +25.8% |
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 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