+774.5%
MRSH vs PODD
+711.3%
+63.2%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.0% | -1.6% |
| 7D | -5.9% | -6.9% | +1.0% | -4.9% |
| 30D | -7.3% | -3.5% | -3.9% | -6.9% |
| 3M | +7.4% | -13.6% | +21.0% | +9.1% |
| 6M | -0.7% | -42.6% | +41.9% | +6.2% |
| YTD | -3.2% | -51.5% | +48.3% | +5.7% |
| 1Y | -10.6% | -60.9% | +50.3% | +0.2% |
| 3Y | -4.6% | -19.8% | +15.2% | -5.4% |
| 5Y | +19.3% | -54.4% | +73.6% | +25.2% |
| 10Y | +217.3% | +236.1% | -18.8% | +140.7% |
| All | +774.5% | +711.3% | +63.2% | +388.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling