+211.7%
MRSH vs GRMN
+677.8%
-466.1%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.2% | -4.5% | -1.5% |
| 7D | -4.8% | +2.4% | -7.2% | -5.5% |
| 30D | -6.3% | -8.5% | +2.1% | -3.9% |
| 3M | +5.8% | +19.5% | -13.7% | -0.2% |
| 6M | +2.8% | +21.2% | -18.4% | -3.9% |
| YTD | -3.1% | +41.0% | -44.2% | -14.0% |
| 1Y | -11.3% | +19.6% | -30.9% | -17.4% |
| 3Y | -5.0% | +183.8% | -188.8% | -39.7% |
| 5Y | +19.2% | +83.0% | -63.8% | -10.7% |
| All | +211.7% | +677.8% | -466.1% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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