+145.7%
MRSH vs DOCU
+69.6%
+76.1%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.1% | -1.9% |
| 7D | -5.9% | -1.4% | -4.4% | -5.7% |
| 30D | -7.3% | +8.1% | -15.4% | -8.1% |
| 3M | +7.4% | +43.0% | -35.6% | +3.7% |
| 6M | -0.7% | +32.4% | -33.0% | -3.7% |
| YTD | -3.2% | -5.8% | +2.6% | -3.4% |
| 1Y | -10.6% | -19.2% | +8.6% | -9.8% |
| 3Y | -4.6% | +28.4% | -32.9% | -9.9% |
| 5Y | +19.3% | -77.1% | +96.4% | +25.3% |
| All | +145.7% | +69.6% | +76.1% | +99.7% |
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