+87.1%
DOCN vs MRSH
+23.5%
+63.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -2.8% | +15.5% | +14.1% |
| 7D | +16.3% | -3.8% | +20.1% | +18.4% |
| 30D | +2.0% | -5.8% | +7.9% | +4.6% |
| 3M | -25.2% | +11.7% | -36.9% | -32.9% |
| 6M | +132.7% | -0.3% | +133.0% | +125.7% |
| YTD | +163.3% | -1.1% | +164.4% | +152.7% |
| 1Y | +280.3% | -9.5% | +289.8% | +290.2% |
| 3Y | +371.8% | -2.6% | +374.4% | +323.2% |
| 5Y | +87.1% | +22.7% | +64.4% | +23.5% |
| All | +87.1% | +23.5% | +63.6% | +23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling