+108.8%
MSTR vs MRSH
+19.1%
+89.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.3% |
| 7D | -11.2% | -5.9% | -5.3% | -7.3% |
| 30D | +33.8% | -7.3% | +41.1% | +40.9% |
| 3M | +11.5% | +6.7% | +4.8% | +4.3% |
| 6M | -7.2% | +3.0% | -10.1% | -12.5% |
| YTD | -15.4% | -2.9% | -12.5% | -17.3% |
| 1Y | -60.6% | -9.0% | -51.6% | -59.4% |
| 3Y | +260.8% | -4.3% | +265.2% | +207.8% |
| 5Y | +108.8% | +19.4% | +89.4% | +20.4% |
| All | +108.8% | +19.1% | +89.7% | +20.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling