+2,869.6%
MRSH vs ARWR
-97.1%
+2,966.7%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.4% | -1.4% | -2.8% |
| 7D | -3.8% | +2.9% | -6.6% | -3.8% |
| 30D | -5.8% | -2.9% | -2.9% | -5.8% |
| 3M | +11.7% | +15.2% | -3.5% | +11.6% |
| 6M | -0.3% | +42.3% | -42.6% | -0.5% |
| YTD | -1.1% | +28.2% | -29.3% | -1.2% |
| 1Y | -9.5% | +213.2% | -222.7% | -9.8% |
| 3Y | -2.6% | +184.6% | -187.2% | -3.1% |
| 5Y | +22.7% | +29.2% | -6.5% | +22.3% |
| 10Y | +214.6% | +1,012.5% | -798.0% | +211.3% |
| All | +2,869.6% | -97.1% | +2,966.7% | +2,692.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded ARWR 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling