+547.8%
MRSH vs IBB
+562.7%
-14.8%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.5% | +1.2% |
| 7D | +1.4% | -0.5% | +2.0% | +1.6% |
| 30D | +16.5% | +4.6% | +11.9% | +14.0% |
| 3M | +10.8% | +6.8% | +3.9% | +6.9% |
| 6M | +32.1% | +23.1% | +9.0% | +19.3% |
| YTD | +14.5% | +26.0% | -11.6% | +1.6% |
| 1Y | +15.5% | +30.4% | -14.9% | +0.9% |
| 3Y | +9.3% | +85.4% | -76.1% | -20.2% |
| 5Y | +35.1% | +39.7% | -4.7% | +10.9% |
| 10Y | +263.2% | +127.1% | +136.1% | +128.7% |
| All | +547.8% | +562.7% | -14.8% | +86.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling