+1,252.0%
MSTR vs MRSH
+1,104.3%
+147.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -0.7% |
| 7D | +12.2% | -3.6% | +15.7% | +14.3% |
| 30D | +45.2% | -3.0% | +48.2% | +47.2% |
| 3M | +10.4% | +15.8% | -5.5% | +1.1% |
| 6M | -2.5% | +1.6% | -4.1% | -5.3% |
| YTD | -6.0% | +1.7% | -7.7% | -9.6% |
| 1Y | -56.4% | -8.0% | -48.4% | -56.0% |
| 3Y | +306.3% | -0.3% | +306.5% | +285.5% |
| 5Y | +100.5% | +25.9% | +74.6% | +75.9% |
| 10Y | +741.1% | +222.0% | +519.1% | +355.4% |
| All | +1,252.0% | +1,104.3% | +147.7% | +221.6% |
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