+3,163.5%
MRSH vs ZBRA
+8,909.5%
-5,746.0%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.1% | -0.5% |
| 7D | -4.8% | -3.4% | -1.3% | -4.3% |
| 30D | -6.3% | -7.4% | +1.1% | -5.3% |
| 3M | +5.8% | +57.5% | -51.7% | -1.9% |
| 6M | +2.8% | +64.0% | -61.2% | -5.7% |
| YTD | -3.1% | +44.3% | -47.4% | -9.7% |
| 1Y | -11.3% | +10.9% | -22.1% | -14.3% |
| 3Y | -5.0% | +37.5% | -42.5% | -13.4% |
| 5Y | +19.2% | -39.7% | +58.8% | +21.1% |
| 10Y | +217.4% | +429.9% | -212.5% | +125.8% |
| All | +3,163.5% | +8,909.5% | -5,746.0% | +1,570.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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