+3,270.6%
MRSH vs BEN
+4,758.9%
-1,488.3%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.7% |
| 7D | -5.9% | +0.3% | -6.3% | -6.1% |
| 30D | -7.3% | +0.9% | -8.2% | -7.6% |
| 3M | +6.7% | +9.2% | -2.5% | +3.2% |
| 6M | +3.0% | +36.8% | -33.8% | -8.3% |
| YTD | -2.9% | +44.4% | -47.3% | -15.3% |
| 1Y | -9.0% | +45.8% | -54.8% | -21.1% |
| 3Y | -4.3% | +52.5% | -56.8% | -21.3% |
| 5Y | +19.4% | +37.7% | -18.2% | -1.2% |
| 10Y | +218.1% | +55.4% | +162.6% | +133.5% |
| All | +3,270.6% | +4,758.9% | -1,488.3% | +874.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 all: compounded portfolio wealth divided by compounded BEN 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…
all analysis · Full analysis span regression · 6 months rolling