+17.6%
IVV vs MRSH
-10.0%
+27.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | -2.0% | -5.9% | +3.9% | -2.4% |
| 30D | -1.6% | -7.3% | +5.7% | -2.1% |
| 3M | +4.8% | +6.7% | -1.9% | +5.2% |
| 6M | +12.6% | +3.0% | +9.6% | +13.0% |
| YTD | +11.8% | -2.9% | +14.7% | +12.2% |
| 1Y | +17.6% | -9.0% | +26.5% | +18.2% |
| All | +17.6% | -10.0% | +27.6% | +18.2% |
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