+25.9%
EOG vs MRSH
-4.9%
+30.8%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | +1.5% | -4.8% | +6.2% | +2.2% |
| 30D | +2.9% | -6.3% | +9.3% | +3.9% |
| 3M | +8.7% | +5.8% | +2.9% | +7.6% |
| 6M | +12.9% | +2.8% | +10.1% | +12.3% |
| YTD | +43.8% | -3.1% | +46.9% | +44.2% |
| 1Y | +27.1% | -11.3% | +38.3% | +29.1% |
| 3Y | +25.9% | -5.0% | +30.9% | +27.8% |
| All | +25.9% | -4.9% | +30.8% | +27.8% |
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 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