+67.1%
PWR vs MRSH
-9.2%
+76.4%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.4% | +5.0% |
| 7D | +4.2% | -4.8% | +8.9% | +0.9% |
| 30D | -4.0% | -6.3% | +2.3% | -7.9% |
| 3M | -4.8% | +5.8% | -10.6% | -1.2% |
| 6M | +14.6% | +2.8% | +11.8% | +18.9% |
| YTD | +54.2% | -3.1% | +57.4% | +57.1% |
| 1Y | +67.1% | -11.3% | +78.4% | +70.1% |
| All | +67.1% | -9.2% | +76.4% | +70.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling