+8,520.0%
AMD vs MRSH
+257.8%
+8,262.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.9% | +6.7% | +6.3% |
| 7D | +44.7% | -1.8% | +46.5% | +45.8% |
| 30D | -3.3% | +16.2% | -19.5% | -11.8% |
| 3M | +21.2% | +9.5% | +11.7% | +13.5% |
| 6M | +30.6% | +27.3% | +3.2% | +7.5% |
| YTD | +173.3% | +13.3% | +160.0% | +137.6% |
| 1Y | +126.1% | +15.0% | +111.1% | +93.8% |
| 3Y | +393.5% | +8.1% | +385.5% | +326.0% |
| 5Y | +295.8% | +33.7% | +262.0% | +184.7% |
| All | +8,520.0% | +257.8% | +8,262.2% | +2,925.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling