+854.1%
MRSH vs PLUG
-99.2%
+953.3%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -8.8% | +7.9% | -0.5% |
| 7D | -1.8% | -8.1% | +6.4% | -1.5% |
| 30D | +16.2% | -20.5% | +36.7% | +17.3% |
| 3M | +9.5% | -45.9% | +55.4% | +12.5% |
| 6M | +27.3% | -65.2% | +92.5% | +33.0% |
| YTD | +13.3% | -37.1% | +50.4% | +13.9% |
| 1Y | +15.0% | -54.6% | +69.6% | +17.3% |
| 3Y | +8.1% | -64.9% | +73.0% | +5.3% |
| 5Y | +33.7% | -97.1% | +130.8% | +44.1% |
| 10Y | +259.5% | -15.6% | +275.2% | +196.3% |
| All | +854.1% | -99.2% | +953.3% | +615.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling