Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • DFNS vs MRSH✓SelectedUSD · MRSHDFNS vs MRSH performance historyLatest closeAs of-4.63%09/09
Stock and ETF performance explorer

DFNS vs MRSH

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-99.9%
MRSH return
+71.4%
Excess return
-171.3%
Maximum drawdown
-100.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioMRSHExcessAlpha
1D-4.6%-2.0%-2.6%-4.6%
7D+4.6%-5.9%+10.5%+4.7%
30D-73.9%-7.3%-66.6%-73.9%
3M-71.7%+7.4%-79.2%-70.4%
6M-94.6%-0.7%-93.9%-94.5%
YTD-98.1%-3.2%-94.9%-98.1%
1Y-98.3%-10.6%-87.7%-98.4%
3Y-99.9%-4.6%-95.3%-99.9%
5Y-99.9%+19.3%-119.1%-99.9%
All-99.9%+71.4%-171.3%-99.9%

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 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