+15,893.3%
INTC vs MRSH
+3,270.6%
+12,622.7%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.3% | -5.8% | -5.7% |
| 7D | +9.4% | -5.9% | +15.4% | +12.5% |
| 30D | +2.7% | -7.3% | +10.0% | +6.1% |
| 3M | -6.3% | +6.7% | -12.9% | -11.5% |
| 6M | +114.5% | +3.0% | +111.5% | +103.1% |
| YTD | +171.9% | -2.9% | +174.8% | +162.1% |
| 1Y | +305.0% | -9.0% | +314.0% | +300.2% |
| 3Y | +168.3% | -4.3% | +172.7% | +156.9% |
| 5Y | +102.3% | +19.4% | +82.9% | +72.4% |
| 10Y | +249.4% | +218.1% | +31.3% | +80.1% |
| All | +15,893.3% | +3,270.6% | +12,622.7% | +2,137.8% |
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