+13.6%
MRSH vs LUNR
+48.7%
-35.1%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | -0.2% |
| 7D | -4.8% | -3.1% | -1.6% | -4.8% |
| 30D | -6.3% | -15.3% | +9.0% | -6.4% |
| 3M | +5.8% | -53.2% | +59.0% | +5.7% |
| 6M | +2.8% | -22.2% | +25.0% | +2.7% |
| YTD | -3.1% | -11.6% | +8.5% | -3.2% |
| 1Y | -11.3% | +68.4% | -79.7% | -11.3% |
| 3Y | -5.0% | +216.8% | -221.7% | -4.7% |
| All | +13.6% | +48.7% | -35.1% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR 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 LUNR 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