+446.0%
MRSH vs AMC
-97.6%
+543.6%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.7% | +3.7% | +1.0% |
| 7D | +1.4% | +3.5% | -2.1% | +1.4% |
| 30D | +16.5% | +12.5% | +4.0% | +16.3% |
| 3M | +10.8% | +23.6% | -12.8% | +10.4% |
| 6M | +32.1% | +144.4% | -112.3% | +30.3% |
| YTD | +14.5% | +108.3% | -93.9% | +13.0% |
| 1Y | +15.5% | +38.9% | -23.4% | +14.6% |
| 3Y | +9.3% | -58.9% | +68.2% | +9.2% |
| 5Y | +35.1% | -99.2% | +134.3% | +38.4% |
| 10Y | +263.2% | -98.8% | +361.9% | +285.8% |
| All | +446.0% | -97.6% | +543.6% | +409.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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