+464.6%
MDLZ vs MRSH
+494.2%
-29.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.0% | +3.3% | +2.0% |
| 7D | 0.0% | -5.9% | +5.8% | +1.9% |
| 30D | +1.4% | -7.3% | +8.8% | +4.0% |
| 3M | 0.0% | +7.4% | -7.4% | -2.4% |
| 6M | +9.1% | -0.7% | +9.8% | +8.9% |
| YTD | +17.9% | -3.2% | +21.1% | +18.3% |
| 1Y | +3.2% | -10.6% | +13.8% | +6.1% |
| 3Y | -2.5% | -4.6% | +2.1% | -2.3% |
| 5Y | +17.6% | +19.3% | -1.7% | +8.7% |
| 10Y | +87.9% | +217.3% | -129.3% | +28.3% |
| All | +464.6% | +494.2% | -29.7% | +184.5% |
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 1990-01-01 to 2026-09-09: 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling