+3,270.6%
MRSH vs LNT
+3,121.3%
+149.3%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.6% |
| 7D | -5.9% | -1.1% | -4.8% | -5.5% |
| 30D | -7.3% | -1.9% | -5.4% | -6.6% |
| 3M | +6.7% | -7.2% | +13.8% | +9.7% |
| 6M | +3.0% | -3.9% | +6.9% | +4.2% |
| YTD | -2.9% | +5.9% | -8.8% | -5.5% |
| 1Y | -9.0% | +8.4% | -17.3% | -12.2% |
| 3Y | -4.3% | +46.6% | -50.9% | -18.8% |
| 5Y | +19.4% | +32.4% | -13.0% | +4.6% |
| 10Y | +218.1% | +147.9% | +70.2% | +115.2% |
| All | +3,270.6% | +3,121.3% | +149.3% | +931.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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