+211.7%
MRSH vs IBB
+125.5%
+86.2%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.4% | -0.3% |
| 7D | -4.8% | -4.2% | -0.5% | -3.2% |
| 30D | -6.3% | +1.1% | -7.4% | -6.9% |
| 3M | +5.8% | +19.0% | -13.2% | -1.3% |
| 6M | +2.8% | +18.9% | -16.1% | -4.5% |
| YTD | -3.1% | +20.3% | -23.5% | -10.7% |
| 1Y | -11.3% | +41.5% | -52.7% | -23.7% |
| 3Y | -5.0% | +60.3% | -65.2% | -23.8% |
| 5Y | +19.2% | +18.7% | +0.5% | +7.1% |
| All | +211.7% | +125.5% | +86.2% | +114.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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