+211.7%
MRSH vs BLDR
+383.3%
-171.7%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.6% |
| 7D | -4.8% | -8.2% | +3.5% | -3.5% |
| 30D | -6.3% | -16.6% | +10.3% | -3.8% |
| 3M | +5.8% | -23.2% | +29.0% | +9.4% |
| 6M | +2.8% | -33.7% | +36.5% | +8.1% |
| YTD | -3.1% | -41.3% | +38.2% | +3.4% |
| 1Y | -11.3% | -58.8% | +47.5% | +0.1% |
| 3Y | -5.0% | -57.5% | +52.5% | +2.2% |
| 5Y | +19.2% | +12.9% | +6.3% | +2.6% |
| All | +211.7% | +383.3% | -171.7% | +85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 10y: compounded portfolio wealth divided by compounded BLDR 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…
10y analysis · Full analysis span regression · 6 months rolling