+3,270.6%
MRSH vs WSM
+34,191.7%
-30,921.1%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +1.9% | +0.5% |
| 7D | -5.9% | +0.4% | -6.4% | -6.0% |
| 30D | -7.3% | -10.7% | +3.4% | -5.7% |
| 3M | +6.7% | +8.5% | -1.8% | +5.2% |
| 6M | +3.0% | +19.6% | -16.6% | -0.2% |
| YTD | -2.9% | +26.6% | -29.5% | -6.9% |
| 1Y | -9.0% | +12.0% | -20.9% | -11.3% |
| 3Y | -4.3% | +226.6% | -231.0% | -23.9% |
| 5Y | +19.4% | +174.1% | -154.7% | -4.8% |
| 10Y | +218.1% | +1,052.9% | -834.9% | +90.9% |
| All | +3,270.6% | +34,191.7% | -30,921.1% | +1,080.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling