+1,131.4%
MPC vs MRSH
+218.8%
+912.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | +1.8% | -4.8% | +6.6% | +4.8% |
| 30D | +14.0% | -6.3% | +20.3% | +18.5% |
| 3M | +52.2% | +5.8% | +46.4% | +45.0% |
| 6M | +75.8% | +2.8% | +73.0% | +69.1% |
| YTD | +146.3% | -3.1% | +149.4% | +145.1% |
| 1Y | +120.8% | -11.3% | +132.1% | +132.0% |
| 3Y | +172.6% | -5.0% | +177.6% | +162.2% |
| 5Y | +678.2% | +19.2% | +659.0% | +493.0% |
| All | +1,131.4% | +218.8% | +912.6% | +348.1% |
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