-5.0%
MRSH vs BLDR
-57.1%
+52.1%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.3% |
| 7D | -4.8% | -8.2% | +3.5% | -4.4% |
| 30D | -6.3% | -16.6% | +10.3% | -5.7% |
| 3M | +5.8% | -23.2% | +29.0% | +6.7% |
| 6M | +2.8% | -33.7% | +36.5% | +4.3% |
| YTD | -3.1% | -41.3% | +38.2% | -1.2% |
| 1Y | -11.3% | -58.8% | +47.5% | -8.0% |
| 3Y | -5.0% | -57.5% | +52.5% | -1.1% |
| All | -5.0% | -57.1% | +52.1% | -1.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling