+20.2%
MRSH vs PODD
-55.4%
+75.6%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +7.0% |
| 6M | +2.8% | -44.7% | +47.5% | +9.4% |
| YTD | -3.1% | -53.6% | +50.5% | +5.2% |
| 1Y | -11.3% | -61.0% | +49.7% | -1.8% |
| 3Y | -5.0% | -24.7% | +19.7% | -5.9% |
| All | +20.2% | -55.4% | +75.6% | +26.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling