+3,270.6%
MRSH vs DINO
+19,903.2%
-16,632.6%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.3% |
| 7D | -5.9% | +1.5% | -7.4% | -6.1% |
| 30D | -7.3% | +25.9% | -33.2% | -10.1% |
| 3M | +6.7% | +53.2% | -46.5% | +0.6% |
| 6M | +3.0% | +105.5% | -102.5% | -6.8% |
| YTD | -2.9% | +139.2% | -142.2% | -14.2% |
| 1Y | -9.0% | +117.4% | -126.4% | -18.6% |
| 3Y | -4.3% | +99.3% | -103.6% | -14.9% |
| 5Y | +19.4% | +333.0% | -313.6% | -6.7% |
| 10Y | +218.1% | +486.9% | -268.8% | +120.9% |
| All | +3,270.6% | +19,903.2% | -16,632.6% | +1,425.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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