+350.8%
MRSH vs FIVN
+280.5%
+70.3%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.3% |
| 7D | -5.9% | -11.3% | +5.4% | -4.9% |
| 30D | -7.3% | -7.3% | 0.0% | -6.8% |
| 3M | +6.7% | +41.7% | -35.0% | +3.0% |
| 6M | +3.0% | +78.3% | -75.3% | -3.1% |
| YTD | -2.9% | +50.9% | -53.8% | -7.6% |
| 1Y | -9.0% | +19.7% | -28.6% | -11.9% |
| 3Y | -4.3% | -55.7% | +51.4% | -1.0% |
| 5Y | +19.4% | -82.6% | +102.0% | +30.9% |
| 10Y | +218.1% | +113.6% | +104.4% | +181.3% |
| All | +350.8% | +280.5% | +70.3% | +282.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling