+729.9%
MRSH vs WCC
+1,734.6%
-1,004.7%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.8% |
| 7D | -5.9% | +6.8% | -12.7% | -7.0% |
| 30D | -7.3% | -3.0% | -4.3% | -7.0% |
| 3M | +7.4% | +0.2% | +7.2% | +6.4% |
| 6M | -0.7% | +33.2% | -33.8% | -7.3% |
| YTD | -3.2% | +45.8% | -49.0% | -11.4% |
| 1Y | -10.6% | +68.4% | -79.0% | -20.8% |
| 3Y | -4.6% | +131.1% | -135.7% | -23.7% |
| 5Y | +19.3% | +225.6% | -206.3% | -13.5% |
| 10Y | +217.3% | +534.2% | -316.9% | +85.7% |
| All | +729.9% | +1,734.6% | -1,004.7% | +226.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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