+1,837.5%
MRVL vs MRSH
+483.8%
+1,353.7%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.0% | +6.3% | +5.3% |
| 7D | +13.8% | -5.9% | +19.7% | +17.3% |
| 30D | +12.7% | -7.3% | +20.0% | +16.8% |
| 3M | -11.9% | +7.4% | -19.4% | -17.9% |
| 6M | +153.8% | -0.7% | +154.5% | +142.1% |
| YTD | +177.0% | -3.2% | +180.1% | +165.1% |
| 1Y | +252.3% | -10.6% | +263.0% | +250.0% |
| 3Y | +325.5% | -4.6% | +330.1% | +297.3% |
| 5Y | +290.9% | +19.3% | +271.6% | +225.5% |
| 10Y | +1,954.1% | +217.3% | +1,736.9% | +876.8% |
| All | +1,837.5% | +483.8% | +1,353.7% | +574.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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