+19.4%
MRSH vs NIO
-90.7%
+110.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.5% | +0.4% |
| 7D | -5.9% | -7.3% | +1.3% | -5.7% |
| 30D | -7.3% | -22.5% | +15.2% | -6.6% |
| 3M | +6.7% | -30.9% | +37.6% | +7.9% |
| 6M | +3.0% | -37.2% | +40.2% | +4.3% |
| YTD | -2.9% | -29.8% | +26.9% | -2.2% |
| 1Y | -9.0% | -37.4% | +28.4% | -8.2% |
| 3Y | -4.3% | -64.3% | +60.0% | -2.2% |
| 5Y | +19.4% | -90.6% | +110.0% | +25.3% |
| All | +19.4% | -90.7% | +110.2% | +25.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling