+159.7%
GILD vs MRSH
+218.8%
-59.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.5% | -0.7% |
| 7D | -4.8% | -4.8% | -0.1% | -3.3% |
| 30D | +5.8% | -6.3% | +12.1% | +8.1% |
| 3M | +14.9% | +5.8% | +9.1% | +12.6% |
| 6M | -0.4% | +2.8% | -3.1% | -1.8% |
| YTD | +18.5% | -3.1% | +21.7% | +18.6% |
| 1Y | +25.1% | -11.3% | +36.4% | +29.0% |
| 3Y | +105.9% | -5.0% | +110.9% | +106.4% |
| 5Y | +143.0% | +19.2% | +123.8% | +122.6% |
| All | +159.7% | +218.8% | -59.1% | +64.5% |
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 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