+76.5%
TXN vs MRSH
-4.9%
+81.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.2% | +4.0% | +3.8% |
| 7D | +4.0% | -4.8% | +8.7% | +3.6% |
| 30D | -2.9% | -6.3% | +3.5% | -3.3% |
| 3M | -9.1% | +5.8% | -14.9% | -9.1% |
| 6M | +36.6% | +2.8% | +33.8% | +37.1% |
| YTD | +57.5% | -3.1% | +60.6% | +59.8% |
| 1Y | +49.5% | -11.3% | +60.8% | +55.0% |
| 3Y | +76.5% | -5.0% | +81.5% | +85.6% |
| All | +76.5% | -4.9% | +81.4% | +85.6% |
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