+211.7%
MRSH vs QID
-99.2%
+310.8%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | -0.6% |
| 7D | -4.8% | +1.3% | -6.0% | -4.5% |
| 30D | -6.3% | +2.9% | -9.3% | -5.7% |
| 3M | +5.8% | -0.7% | +6.5% | +5.7% |
| 6M | +2.8% | -29.7% | +32.5% | -5.1% |
| YTD | -3.1% | -27.9% | +24.7% | -9.9% |
| 1Y | -11.3% | -34.6% | +23.3% | -19.3% |
| 3Y | -5.0% | -73.5% | +68.6% | -29.2% |
| 5Y | +19.2% | -81.0% | +100.2% | -10.9% |
| All | +211.7% | -99.2% | +310.8% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 10y: compounded portfolio wealth divided by compounded QID 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…
10y analysis · Full analysis span regression · 6 months rolling