+962.9%
MRSH vs AVAV
+370.1%
+592.8%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.7% | +3.8% | +1.3% |
| 7D | +1.4% | +4.2% | -2.8% | +0.9% |
| 30D | +16.5% | -2.6% | +19.0% | +16.3% |
| 3M | +10.8% | -38.0% | +48.7% | +15.9% |
| 6M | +32.1% | -27.0% | +59.1% | +34.1% |
| YTD | +14.5% | -51.4% | +65.9% | +19.8% |
| 1Y | +15.5% | -60.2% | +75.7% | +23.5% |
| 3Y | +9.3% | -6.7% | +16.0% | +0.3% |
| 5Y | +35.1% | +28.3% | +6.8% | +14.2% |
| 10Y | +263.2% | +320.5% | -57.3% | +134.7% |
| All | +962.9% | +370.1% | +592.8% | +475.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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