-5.0%
MRSH vs PLUG
-72.9%
+67.9%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.0% | +1.9% | -2.1% |
| 7D | -5.9% | +3.8% | -9.7% | -5.8% |
| 30D | -7.3% | +2.8% | -10.2% | -7.3% |
| 3M | +7.4% | -25.4% | +32.9% | +7.4% |
| 6M | -0.7% | -0.5% | -0.2% | -0.8% |
| YTD | -3.2% | +10.2% | -13.3% | -3.3% |
| 1Y | -10.6% | +53.9% | -64.5% | -10.4% |
| All | -5.0% | -72.9% | +67.9% | -3.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling