+403.7%
MRSH vs GRMN
+6,537.4%
-6,133.7%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.2% | +0.3% |
| 7D | -5.9% | -1.8% | -4.1% | -5.6% |
| 30D | -7.3% | -12.1% | +4.8% | -4.7% |
| 3M | +6.7% | +18.0% | -11.3% | +2.6% |
| 6M | +3.0% | +13.7% | -10.7% | -0.5% |
| YTD | -2.9% | +35.3% | -38.2% | -9.9% |
| 1Y | -9.0% | +17.2% | -26.2% | -13.1% |
| 3Y | -4.3% | +179.6% | -183.9% | -26.7% |
| 5Y | +19.4% | +75.6% | -56.1% | +0.6% |
| 10Y | +218.1% | +644.2% | -426.1% | +97.0% |
| All | +403.7% | +6,537.4% | -6,133.7% | +83.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling