+18.4%
MRSH vs PLUG
-44.1%
+62.5%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.5% | -0.2% | +3.5% |
| 7D | +9.4% | +2.8% | +6.6% | +9.6% |
| 30D | +23.4% | -22.8% | +46.2% | +22.0% |
| 3M | +9.9% | -32.4% | +42.3% | +8.0% |
| 6M | +26.0% | -53.4% | +79.4% | +22.8% |
| YTD | +15.2% | -25.9% | +41.1% | +12.2% |
| 1Y | +18.4% | -42.1% | +60.5% | +16.8% |
| All | +18.4% | -44.1% | +62.5% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 1y: compounded portfolio wealth divided by compounded PLUG 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…
1y analysis · Full analysis span regression · 6 months rolling