+19.3%
MRSH vs BBY
+31.8%
-12.5%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.5% | -0.2% |
| 7D | +6.3% | -1.0% | +7.3% | +6.3% |
| 30D | +21.9% | +17.1% | +4.8% | +19.9% |
| 3M | +9.4% | +18.9% | -9.5% | +7.4% |
| 6M | +25.9% | +77.7% | -51.8% | +18.5% |
| YTD | +14.7% | +54.4% | -39.7% | +11.9% |
| 1Y | +19.3% | +29.4% | -10.2% | +20.0% |
| All | +19.3% | +31.8% | -12.5% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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