-5.0%
MRSH vs NIO
-64.4%
+59.4%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.3% | -2.1% |
| 7D | -5.9% | -4.1% | -1.7% | -5.9% |
| 30D | -7.3% | -23.2% | +15.9% | -7.6% |
| 3M | +7.4% | -29.9% | +37.4% | +7.1% |
| 6M | -0.7% | -25.1% | +24.4% | -0.9% |
| YTD | -3.2% | -27.5% | +24.3% | -3.4% |
| 1Y | -10.6% | -41.1% | +30.5% | -10.9% |
| All | -5.0% | -64.4% | +59.4% | -5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling