+140.1%
GOOGL vs MRSH
+18.2%
+121.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.8% |
| 7D | 0.0% | -4.8% | +4.8% | +1.7% |
| 30D | -1.4% | -6.3% | +4.9% | +0.8% |
| 3M | -5.3% | +5.8% | -11.1% | -7.6% |
| 6M | +9.8% | +2.8% | +7.0% | +7.7% |
| YTD | +8.4% | -3.1% | +11.5% | +8.5% |
| 1Y | +41.2% | -11.3% | +52.5% | +46.8% |
| 3Y | +149.6% | -5.0% | +154.5% | +135.9% |
| All | +140.1% | +18.2% | +121.9% | +79.1% |
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 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