+8.2%
MRSH vs DOCU
+96.5%
-88.3%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -1.8% | +1.6% | -3.3% | -1.9% |
| 30D | +16.2% | +10.8% | +5.4% | +15.3% |
| 3M | +9.5% | +38.0% | -28.4% | +6.9% |
| 6M | +27.3% | +77.4% | -50.1% | +22.1% |
| YTD | +13.3% | +17.2% | -3.9% | +10.3% |
| 1Y | +15.0% | +15.6% | -0.6% | +11.9% |
| All | +8.2% | +96.5% | -88.3% | +5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling