+324.3%
DOCN vs MRSH
-0.2%
+324.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.4% | +4.2% | +2.7% |
| 7D | +1.1% | -3.6% | +4.7% | +0.8% |
| 30D | -9.6% | -3.0% | -6.6% | -9.8% |
| 3M | -37.7% | +15.8% | -53.5% | -38.8% |
| 6M | +115.2% | +1.6% | +113.6% | +117.2% |
| YTD | +133.7% | +1.7% | +132.0% | +135.4% |
| 1Y | +250.2% | -8.0% | +258.2% | +267.8% |
| All | +324.3% | -0.2% | +324.5% | +334.9% |
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