-42.3%
MSTR vs MRSH
+20.0%
-62.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.3% | +1.8% | +6.1% |
| 7D | -1.8% | +9.4% | -11.2% | +1.0% |
| 30D | -13.3% | +23.4% | -36.8% | -7.4% |
| 3M | +46.0% | +9.9% | +36.1% | +49.9% |
| 6M | -22.4% | +26.0% | -48.5% | -15.8% |
| YTD | -6.2% | +15.2% | -21.4% | -1.1% |
| 1Y | -42.3% | +18.4% | -60.7% | -39.0% |
| All | -42.3% | +20.0% | -62.3% | -39.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling