+3,431.3%
MRSH vs GD
+20,186.6%
-16,755.3%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.3% | -0.9% |
| 7D | -3.6% | -5.3% | +1.7% | -1.9% |
| 30D | -3.0% | -6.4% | +3.4% | -0.9% |
| 3M | +15.8% | +5.7% | +10.1% | +13.6% |
| 6M | +1.6% | -0.9% | +2.5% | +1.5% |
| YTD | +1.7% | +8.2% | -6.4% | -1.5% |
| 1Y | -8.0% | +13.4% | -21.5% | -12.4% |
| 3Y | -0.3% | +68.5% | -68.8% | -17.3% |
| 5Y | +25.9% | +97.2% | -71.3% | -1.0% |
| 10Y | +222.0% | +190.2% | +31.8% | +120.7% |
| All | +3,431.3% | +20,186.6% | -16,755.3% | +1,140.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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