-59.8%
MSTR vs MRSH
-9.2%
-50.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +1.8% |
| 7D | -8.3% | -4.8% | -3.5% | -9.4% |
| 30D | +38.1% | -6.3% | +44.4% | +35.7% |
| 3M | +9.0% | +5.8% | +3.2% | +10.6% |
| 6M | -5.3% | +2.8% | -8.1% | -4.6% |
| YTD | -13.8% | -3.1% | -10.7% | -13.4% |
| 1Y | -59.8% | -11.3% | -48.6% | -58.4% |
| All | -59.8% | -9.2% | -50.6% | -58.4% |
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