+135.2%
MRSH vs NIO
-38.5%
+173.7%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.1% | -3.3% | -0.3% |
| 7D | -4.8% | -2.9% | -1.9% | -4.7% |
| 30D | -6.3% | -18.7% | +12.4% | -5.8% |
| 3M | +5.8% | -29.4% | +35.3% | +6.8% |
| 6M | +2.8% | -32.5% | +35.3% | +3.7% |
| YTD | -3.1% | -27.6% | +24.5% | -2.5% |
| 1Y | -11.3% | -39.2% | +27.9% | -10.4% |
| 3Y | -5.0% | -64.3% | +59.3% | -3.7% |
| 5Y | +19.2% | -90.3% | +109.5% | +23.3% |
| All | +135.2% | -38.5% | +173.7% | +120.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded NIO 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling