+4.4%
GOOGL vs MRSH
+20.0%
-15.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.3% | -0.1% | +3.7% |
| 7D | -11.1% | +9.4% | -20.5% | -9.6% |
| 30D | -16.6% | +23.4% | -40.0% | -14.0% |
| 3M | -23.4% | +9.9% | -33.3% | -22.2% |
| 6M | -24.5% | +26.0% | -50.5% | -21.2% |
| YTD | -7.5% | +15.2% | -22.7% | -5.7% |
| 1Y | +4.4% | +18.4% | -14.0% | +10.1% |
| All | +4.4% | +20.0% | -15.6% | +10.1% |
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