+13,271.7%
GOOGL vs MRSH
+566.4%
+12,705.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | -2.8% | -5.9% | +3.1% | -0.2% |
| 30D | -3.2% | -7.3% | +4.1% | 0.0% |
| 3M | -6.6% | +6.7% | -13.3% | -9.8% |
| 6M | +8.5% | +3.0% | +5.5% | +5.6% |
| YTD | +6.5% | -2.9% | +9.4% | +5.9% |
| 1Y | +39.4% | -9.0% | +48.4% | +41.8% |
| 3Y | +146.2% | -4.3% | +150.5% | +139.8% |
| 5Y | +138.3% | +19.4% | +118.9% | +109.5% |
| 10Y | +751.7% | +218.1% | +533.6% | +384.5% |
| All | +13,271.7% | +566.4% | +12,705.3% | +4,478.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling