+32.5%
MPWR vs MRSH
+20.0%
+12.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +3.3% | -8.4% | -2.4% |
| 7D | +4.1% | +9.4% | -5.3% | +12.1% |
| 30D | -14.8% | +23.4% | -38.2% | +1.3% |
| 3M | -5.4% | +9.9% | -15.3% | +3.7% |
| 6M | -19.6% | +26.0% | -45.6% | -0.3% |
| YTD | +39.8% | +15.2% | +24.6% | +70.4% |
| 1Y | +32.5% | +18.4% | +14.1% | +64.3% |
| All | +32.5% | +20.0% | +12.5% | +64.3% |
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