+20.2%
MRSH vs WSM
+175.3%
-155.1%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.3% |
| 7D | -4.8% | -0.5% | -4.2% | -4.7% |
| 30D | -6.3% | -7.7% | +1.4% | -5.6% |
| 3M | +5.8% | +3.8% | +2.0% | +5.3% |
| 6M | +2.8% | +22.7% | -19.9% | +0.3% |
| YTD | -3.1% | +28.0% | -31.1% | -6.0% |
| 1Y | -11.3% | +12.7% | -24.0% | -12.8% |
| 3Y | -5.0% | +231.3% | -236.2% | -24.1% |
| All | +20.2% | +175.3% | -155.1% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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