+153.2%
MPWR vs MRSH
-4.9%
+158.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -1.7% |
| 7D | -1.3% | -5.9% | +4.6% | -2.7% |
| 30D | -12.8% | -7.3% | -5.5% | -14.3% |
| 3M | -21.3% | +7.4% | -28.7% | -20.4% |
| 6M | +13.7% | -0.7% | +14.4% | +15.9% |
| YTD | +33.3% | -3.2% | +36.4% | +36.3% |
| 1Y | +41.3% | -10.6% | +51.9% | +46.4% |
| All | +153.2% | -4.9% | +158.2% | +160.3% |
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 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