+361.6%
LRCX vs MRSH
-4.9%
+366.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | 0.0% |
| 7D | -3.1% | -4.8% | +1.7% | -5.1% |
| 30D | -8.6% | -6.3% | -2.2% | -11.0% |
| 3M | -17.7% | +5.8% | -23.5% | -15.6% |
| 6M | +36.4% | +2.8% | +33.6% | +40.2% |
| YTD | +74.5% | -3.1% | +77.7% | +79.4% |
| 1Y | +159.4% | -11.3% | +170.7% | +170.4% |
| 3Y | +361.6% | -5.0% | +366.6% | +387.4% |
| All | +361.6% | -4.9% | +366.5% | +387.4% |
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 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