+113.2%
WDC vs MRSH
+20.0%
+93.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +3.3% | -10.1% | -2.1% |
| 7D | -18.3% | +9.4% | -27.7% | -6.9% |
| 30D | -26.7% | +23.4% | -50.1% | -0.6% |
| 3M | -40.9% | +9.9% | -50.8% | -31.3% |
| 6M | -26.8% | +26.0% | -52.8% | +8.3% |
| YTD | +88.2% | +15.2% | +73.0% | +160.7% |
| 1Y | +113.2% | +18.4% | +94.8% | +212.6% |
| All | +113.2% | +20.0% | +93.2% | +212.6% |
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 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