+845.0%
MRSH vs UUUU
-92.5%
+937.4%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.3% | +6.6% | +0.5% |
| 7D | -5.9% | -5.0% | -0.9% | -5.8% |
| 30D | -7.3% | -7.8% | +0.5% | -7.1% |
| 3M | +6.7% | -0.4% | +7.1% | +6.4% |
| 6M | +3.0% | -32.9% | +35.9% | +3.8% |
| YTD | -2.9% | -6.3% | +3.3% | -3.9% |
| 1Y | -9.0% | +7.9% | -16.9% | -10.8% |
| 3Y | -4.3% | +85.2% | -89.5% | -9.7% |
| 5Y | +19.4% | +97.0% | -77.5% | +10.5% |
| 10Y | +218.1% | +492.6% | -274.5% | +170.3% |
| All | +845.0% | -92.5% | +937.4% | +746.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling