+548.4%
MRSH vs OVV
+166.6%
+381.8%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.9% |
| 7D | +1.4% | +8.0% | -6.6% | +0.5% |
| 30D | +16.5% | -2.0% | +18.5% | +16.6% |
| 3M | +10.8% | +5.4% | +5.3% | +9.8% |
| 6M | +32.1% | +14.3% | +17.8% | +29.3% |
| YTD | +14.5% | +69.4% | -55.0% | +6.4% |
| 1Y | +15.5% | +72.4% | -56.9% | +7.1% |
| 3Y | +9.3% | +58.4% | -49.0% | +0.5% |
| 5Y | +35.1% | +106.1% | -71.0% | +16.2% |
| 10Y | +263.2% | +59.6% | +203.5% | +168.3% |
| All | +548.4% | +166.6% | +381.8% | +232.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling