-11.3%
MRSH vs IBB
+44.5%
-55.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.4% | -0.2% |
| 7D | -4.8% | -4.2% | -0.5% | -4.7% |
| 30D | -6.3% | +1.1% | -7.4% | -6.3% |
| 3M | +5.8% | +19.0% | -13.2% | +6.8% |
| 6M | +2.8% | +18.9% | -16.1% | +3.5% |
| YTD | -3.1% | +20.3% | -23.5% | -2.6% |
| 1Y | -11.3% | +41.5% | -52.7% | -11.9% |
| All | -11.3% | +44.5% | -55.7% | -11.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling