+20.2%
MRSH vs BBAI
-70.8%
+91.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.2% |
| 7D | -4.8% | -1.7% | -3.0% | -4.8% |
| 30D | -6.3% | -12.0% | +5.6% | -6.3% |
| 3M | +5.8% | -30.7% | +36.5% | +5.8% |
| 6M | +2.8% | -30.7% | +33.5% | +2.8% |
| YTD | -3.1% | -46.9% | +43.7% | -3.1% |
| 1Y | -11.3% | -41.1% | +29.8% | -11.3% |
| 3Y | -5.0% | +65.9% | -70.9% | -5.1% |
| All | +20.2% | -70.8% | +91.0% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 5y: compounded portfolio wealth divided by compounded BBAI 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…
5y analysis · Full analysis span regression · 6 months rolling