+920.3%
MRSH vs BLDR
+372.2%
+548.0%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.5% |
| 7D | -4.8% | -8.2% | +3.5% | -3.7% |
| 30D | -6.3% | -16.6% | +10.3% | -4.2% |
| 3M | +5.8% | -23.2% | +29.0% | +8.8% |
| 6M | +2.8% | -33.7% | +36.5% | +7.1% |
| YTD | -3.1% | -41.3% | +38.2% | +2.2% |
| 1Y | -11.3% | -58.8% | +47.5% | -2.3% |
| 3Y | -5.0% | -57.5% | +52.5% | +1.3% |
| 5Y | +19.2% | +12.9% | +6.3% | +9.7% |
| 10Y | +217.4% | +378.4% | -161.0% | +129.7% |
| All | +920.3% | +372.2% | +548.0% | +451.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling