+57.4%
INTC vs MRSH
+20.0%
+37.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.3% | -7.1% | +0.5% |
| 7D | -39.0% | +9.4% | -48.4% | -30.7% |
| 30D | -49.8% | +23.4% | -73.3% | -33.8% |
| 3M | -42.2% | +9.9% | -52.1% | -32.3% |
| 6M | -39.2% | +26.0% | -65.2% | -14.6% |
| YTD | +57.9% | +15.2% | +42.7% | +113.1% |
| 1Y | +57.4% | +18.4% | +38.9% | +116.2% |
| All | +57.4% | +20.0% | +37.3% | +116.2% |
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