+146.9%
MRSH vs NIO
-36.7%
+183.6%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.1% | -1.4% |
| 7D | -3.6% | -13.0% | +9.5% | -3.2% |
| 30D | -3.0% | -18.3% | +15.3% | -2.5% |
| 3M | +15.8% | -33.2% | +49.0% | +17.1% |
| 6M | +1.6% | -21.5% | +23.1% | +2.0% |
| YTD | +1.7% | -25.5% | +27.2% | +2.2% |
| 1Y | -8.0% | -38.0% | +30.0% | -7.2% |
| 3Y | -0.3% | -65.5% | +65.2% | +1.3% |
| 5Y | +25.9% | -90.6% | +116.5% | +30.4% |
| All | +146.9% | -36.7% | +183.6% | +131.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling