+551.9%
MRSH vs NDAQ
+2,261.2%
-1,709.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.8% |
| 7D | -5.9% | -1.6% | -4.3% | -5.5% |
| 30D | -7.3% | -1.5% | -5.8% | -7.0% |
| 3M | +7.4% | +8.0% | -0.6% | +5.1% |
| 6M | -0.7% | +7.7% | -8.4% | -2.8% |
| YTD | -3.2% | -2.3% | -0.8% | -3.2% |
| 1Y | -10.6% | +0.6% | -11.2% | -11.4% |
| 3Y | -4.6% | +90.9% | -95.5% | -20.5% |
| 5Y | +19.3% | +52.5% | -33.2% | +4.6% |
| 10Y | +217.3% | +380.3% | -163.0% | +110.6% |
| All | +551.9% | +2,261.2% | -1,709.3% | +232.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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