+965.0%
MRSH vs QID
-100.0%
+1,064.9%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.1% | +0.9% |
| 7D | -5.9% | +2.7% | -8.7% | -5.2% |
| 30D | -7.3% | +3.3% | -10.6% | -6.4% |
| 3M | +6.7% | -5.5% | +12.2% | +4.9% |
| 6M | +3.0% | -28.4% | +31.4% | -6.7% |
| YTD | -2.9% | -26.6% | +23.6% | -11.2% |
| 1Y | -9.0% | -34.1% | +25.2% | -19.3% |
| 3Y | -4.3% | -73.7% | +69.4% | -33.7% |
| 5Y | +19.4% | -80.7% | +100.1% | -16.3% |
| 10Y | +218.1% | -99.1% | +317.2% | -9.5% |
| All | +965.0% | -100.0% | +1,064.9% | +22.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling