+190.0%
MRSH vs DOCU
+110.9%
+79.1%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.2% | -2.9% | 0.0% |
| 7D | -1.4% | -0.4% | -0.9% | -1.3% |
| 30D | +17.5% | +12.9% | +4.6% | +16.1% |
| 3M | +9.1% | +35.1% | -25.9% | +5.8% |
| 6M | +29.9% | +76.2% | -46.3% | +22.6% |
| YTD | +14.3% | +17.2% | -2.9% | +11.5% |
| 1Y | +16.6% | +16.4% | +0.2% | +13.7% |
| 3Y | +9.1% | +95.6% | -86.5% | -1.3% |
| 5Y | +36.4% | -68.5% | +104.9% | +38.9% |
| All | +190.0% | +110.9% | +79.1% | +130.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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