+190.4%
MRSH vs DOCU
+112.5%
+77.8%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.3% | +0.9% |
| 7D | +1.4% | +4.1% | -2.6% | +1.0% |
| 30D | +16.5% | +7.4% | +9.1% | +15.7% |
| 3M | +10.8% | +26.0% | -15.3% | +8.2% |
| 6M | +32.1% | +79.2% | -47.1% | +24.4% |
| YTD | +14.5% | +18.1% | -3.6% | +11.6% |
| 1Y | +15.5% | +20.5% | -5.0% | +12.3% |
| 3Y | +9.3% | +96.4% | -87.1% | -1.1% |
| 5Y | +35.1% | -69.5% | +104.6% | +38.1% |
| All | +190.4% | +112.5% | +77.8% | +130.8% |
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