+218.5%
PWR vs MRSH
-4.9%
+223.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.4% | +5.1% |
| 7D | +4.2% | -4.8% | +8.9% | +2.9% |
| 30D | -4.0% | -6.3% | +2.3% | -5.5% |
| 3M | -4.8% | +5.8% | -10.6% | -4.2% |
| 6M | +14.6% | +2.8% | +11.8% | +15.5% |
| YTD | +54.2% | -3.1% | +57.4% | +55.9% |
| 1Y | +67.1% | -11.3% | +78.4% | +72.1% |
| 3Y | +218.5% | -5.0% | +223.4% | +208.1% |
| All | +218.5% | -4.9% | +223.3% | +208.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling