+171.2%
INTC vs MRSH
-4.9%
+176.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.5% |
| 7D | +7.5% | -4.8% | +12.2% | +6.0% |
| 30D | +2.0% | -6.3% | +8.3% | +0.2% |
| 3M | -12.0% | +5.8% | -17.8% | -11.1% |
| 6M | +114.5% | +2.8% | +111.8% | +118.1% |
| YTD | +179.0% | -3.1% | +182.1% | +185.8% |
| 1Y | +318.3% | -11.3% | +329.5% | +343.0% |
| 3Y | +171.2% | -5.0% | +176.2% | +202.2% |
| All | +171.2% | -4.9% | +176.1% | +202.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling