+185.6%
MRSH vs DOCU
+104.6%
+81.0%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -0.5% | -4.8% | +4.3% | 0.0% |
| 30D | +16.3% | +9.4% | +6.9% | +15.3% |
| 3M | +7.3% | +29.0% | -21.8% | +4.5% |
| 6M | +26.6% | +62.3% | -35.7% | +20.4% |
| YTD | +12.6% | +13.7% | -1.1% | +10.2% |
| 1Y | +16.0% | +11.5% | +4.4% | +13.6% |
| 3Y | +8.8% | +94.2% | -85.4% | -1.5% |
| 5Y | +34.3% | -71.7% | +106.0% | +38.3% |
| All | +185.6% | +104.6% | +81.0% | +127.9% |
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