+44.6%
GOOG vs MRSH
-7.9%
+52.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -1.3% |
| 7D | -2.1% | -3.6% | +1.4% | -2.8% |
| 30D | -6.8% | -3.0% | -3.8% | -7.3% |
| 3M | -9.1% | +15.8% | -24.9% | -5.9% |
| 6M | +10.7% | +1.6% | +9.1% | +11.7% |
| YTD | +7.1% | +1.7% | +5.3% | +7.9% |
| 1Y | +44.6% | -8.0% | +52.7% | +43.4% |
| All | +44.6% | -7.9% | +52.5% | +43.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling