+51,298.2%
QCOM vs MRSH
+3,786.6%
+47,511.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.0% | -3.7% | -3.1% |
| 7D | +4.3% | +1.4% | +2.8% | +3.5% |
| 30D | -0.1% | +16.5% | -16.6% | -7.8% |
| 3M | +5.2% | +10.8% | -5.5% | -0.8% |
| 6M | -18.4% | +32.1% | -50.4% | -31.0% |
| YTD | +2.4% | +14.5% | -12.0% | -8.1% |
| 1Y | +0.9% | +15.5% | -14.6% | -9.9% |
| 3Y | +48.4% | +9.3% | +39.0% | +33.5% |
| 5Y | +16.6% | +35.1% | -18.5% | -5.8% |
| 10Y | +237.8% | +263.2% | -25.4% | +63.3% |
| All | +51,298.2% | +3,786.6% | +47,511.6% | +6,389.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling