+674.0%
MRNA vs MRSH
+135.4%
+538.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.2% | +5.6% | +5.5% |
| 7D | -1.1% | -4.8% | +3.7% | +0.6% |
| 30D | +126.1% | -6.3% | +132.4% | +131.4% |
| 3M | +190.0% | +5.8% | +184.2% | +185.2% |
| 6M | +157.2% | +2.8% | +154.4% | +154.3% |
| YTD | +388.2% | -3.1% | +391.3% | +389.8% |
| 1Y | +467.0% | -11.3% | +478.3% | +484.2% |
| 3Y | +36.1% | -5.0% | +41.0% | +36.6% |
| 5Y | -68.0% | +19.2% | -87.1% | -70.2% |
| All | +674.0% | +135.4% | +538.7% | +412.7% |
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