+619.5%
APP vs MRSH
-4.9%
+624.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.0% | -0.2% | -2.1% |
| 7D | -4.4% | -5.9% | +1.5% | -4.0% |
| 30D | -10.0% | -7.3% | -2.7% | -9.6% |
| 3M | -41.4% | +7.4% | -48.9% | -42.2% |
| 6M | -41.0% | -0.7% | -40.3% | -41.4% |
| YTD | -54.7% | -3.2% | -51.6% | -55.1% |
| 1Y | -45.3% | -10.6% | -34.7% | -44.9% |
| All | +619.5% | -4.9% | +624.4% | +637.6% |
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