+285.6%
MRVL vs MRSH
+18.2%
+267.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.1% |
| 7D | +5.6% | -4.8% | +10.4% | +6.7% |
| 30D | +8.8% | -6.3% | +15.1% | +10.2% |
| 3M | -15.9% | +5.8% | -21.7% | -19.2% |
| 6M | +161.3% | +2.8% | +158.5% | +150.2% |
| YTD | +178.2% | -3.1% | +181.4% | +173.0% |
| 1Y | +255.3% | -11.3% | +266.6% | +268.6% |
| 3Y | +323.1% | -5.0% | +328.1% | +282.7% |
| All | +285.6% | +18.2% | +267.4% | +151.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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