+3,262.1%
MRSH vs PEG
+2,889.2%
+372.9%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.5% |
| 7D | -5.9% | -0.1% | -5.8% | -5.8% |
| 30D | -7.3% | -1.7% | -5.6% | -6.7% |
| 3M | +7.4% | -6.8% | +14.2% | +10.1% |
| 6M | -0.7% | -11.4% | +10.7% | +3.4% |
| YTD | -3.2% | -7.2% | +4.1% | -1.1% |
| 1Y | -10.6% | -6.1% | -4.5% | -9.3% |
| 3Y | -4.6% | +31.8% | -36.3% | -16.1% |
| 5Y | +19.3% | +35.6% | -16.3% | +3.1% |
| 10Y | +217.3% | +148.7% | +68.5% | +113.7% |
| All | +3,262.1% | +2,889.2% | +372.9% | +798.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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