+211.7%
MRSH vs UUUU
+465.5%
-253.8%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | 0.0% |
| 7D | -4.8% | -10.5% | +5.8% | -4.3% |
| 30D | -6.3% | -10.5% | +4.2% | -6.0% |
| 3M | +5.8% | -14.1% | +19.9% | +6.2% |
| 6M | +2.8% | -35.5% | +38.3% | +4.0% |
| YTD | -3.1% | -10.9% | +7.8% | -4.4% |
| 1Y | -11.3% | +3.4% | -14.6% | -13.8% |
| 3Y | -5.0% | +73.1% | -78.1% | -12.7% |
| 5Y | +19.2% | +87.1% | -68.0% | +5.6% |
| All | +211.7% | +465.5% | -253.8% | +132.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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