+211.7%
MRSH vs ENTG
+797.5%
-585.8%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.5% |
| 7D | -4.8% | +1.2% | -5.9% | -4.9% |
| 30D | -6.3% | -12.9% | +6.5% | -5.0% |
| 3M | +5.8% | -3.1% | +8.9% | +4.2% |
| 6M | +2.8% | +21.0% | -18.2% | -3.4% |
| YTD | -3.1% | +67.0% | -70.1% | -14.4% |
| 1Y | -11.3% | +68.6% | -79.9% | -22.5% |
| 3Y | -5.0% | +48.6% | -53.6% | -19.8% |
| 5Y | +19.2% | +18.6% | +0.6% | +0.5% |
| All | +211.7% | +797.5% | -585.8% | +60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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