+3,262.1%
MRSH vs EAT
+10,884.1%
-7,622.1%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.2% | -1.5% |
| 7D | -5.9% | -6.8% | +0.9% | -4.8% |
| 30D | -7.3% | -5.4% | -1.9% | -6.7% |
| 3M | +7.4% | +42.8% | -35.3% | +1.3% |
| 6M | -0.7% | +56.5% | -57.2% | -8.5% |
| YTD | -3.2% | +50.0% | -53.2% | -10.5% |
| 1Y | -10.6% | +38.3% | -48.9% | -16.7% |
| 3Y | -4.6% | +591.6% | -596.2% | -34.2% |
| 5Y | +19.3% | +312.6% | -293.4% | -13.8% |
| 10Y | +217.3% | +381.4% | -164.2% | +94.0% |
| All | +3,262.1% | +10,884.1% | -7,622.1% | +839.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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