+19.3%
MRSH vs OVV
+162.0%
-142.7%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.5% | -2.1% |
| 7D | -5.9% | -3.8% | -2.1% | -5.5% |
| 30D | -7.3% | +1.3% | -8.6% | -7.4% |
| 3M | +7.4% | +14.3% | -6.9% | +6.1% |
| 6M | -0.7% | +21.1% | -21.8% | -2.6% |
| YTD | -3.2% | +66.0% | -69.2% | -7.9% |
| 1Y | -10.6% | +59.3% | -69.9% | -14.8% |
| 3Y | -4.6% | +47.6% | -52.1% | -9.7% |
| 5Y | +19.3% | +162.0% | -142.7% | +5.1% |
| All | +19.3% | +162.0% | -142.7% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 5y: compounded portfolio wealth divided by compounded OVV 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…
5y analysis · Full analysis span regression · 6 months rolling