+158.0%
MRSH vs DOCU
+80.0%
+78.0%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.7% | -5.1% | -1.8% |
| 7D | -3.6% | +6.9% | -10.5% | -4.2% |
| 30D | -3.0% | +19.0% | -22.0% | -4.7% |
| 3M | +15.8% | +34.3% | -18.5% | +12.3% |
| 6M | +1.6% | +48.0% | -46.4% | -2.6% |
| YTD | +1.7% | 0.0% | +1.7% | +0.8% |
| 1Y | -8.0% | -10.3% | +2.2% | -8.2% |
| 3Y | -0.3% | +32.4% | -32.7% | -6.1% |
| 5Y | +25.9% | -77.9% | +103.8% | +32.7% |
| All | +158.0% | +80.0% | +78.0% | +108.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling