+211.7%
MRSH vs PODD
+223.0%
-11.3%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.8% | 0.0% |
| 7D | -4.8% | -10.5% | +5.8% | -3.4% |
| 30D | -6.3% | -9.0% | +2.7% | -5.2% |
| 3M | +5.8% | -11.5% | +17.4% | +7.1% |
| 6M | +2.8% | -44.7% | +47.5% | +9.8% |
| YTD | -3.1% | -53.6% | +50.5% | +5.6% |
| 1Y | -11.3% | -61.0% | +49.7% | -1.4% |
| 3Y | -5.0% | -24.7% | +19.7% | -5.3% |
| 5Y | +19.2% | -55.5% | +74.7% | +25.0% |
| All | +211.7% | +223.0% | -11.3% | +173.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling