+1,677.2%
MPWR vs MRSH
+218.8%
+1,458.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.2% | +4.3% | +4.2% |
| 7D | +0.9% | -4.8% | +5.6% | +4.1% |
| 30D | -13.4% | -6.3% | -7.0% | -9.9% |
| 3M | -22.2% | +5.8% | -28.0% | -27.5% |
| 6M | +15.7% | +2.8% | +12.9% | +7.8% |
| YTD | +36.7% | -3.1% | +39.8% | +31.9% |
| 1Y | +47.9% | -11.3% | +59.2% | +51.5% |
| 3Y | +159.7% | -5.0% | +164.7% | +139.1% |
| 5Y | +159.1% | +19.2% | +140.0% | +93.5% |
| All | +1,677.2% | +218.8% | +1,458.3% | +541.6% |
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 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