+211.7%
MRSH vs FIVN
+118.5%
+93.1%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.3% |
| 7D | -4.8% | -7.8% | +3.1% | -4.0% |
| 30D | -6.3% | -1.7% | -4.6% | -6.3% |
| 3M | +5.8% | +47.2% | -41.4% | +1.4% |
| 6M | +2.8% | +82.7% | -79.9% | -4.2% |
| YTD | -3.1% | +52.9% | -56.0% | -8.4% |
| 1Y | -11.3% | +17.5% | -28.7% | -14.2% |
| 3Y | -5.0% | -55.8% | +50.9% | -1.1% |
| 5Y | +19.2% | -82.3% | +101.5% | +33.0% |
| All | +211.7% | +118.5% | +93.1% | +169.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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