+719.8%
MU vs MRSH
-7.9%
+727.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.4% | +7.5% | +4.3% |
| 7D | +9.0% | -3.6% | +12.6% | +4.2% |
| 30D | +13.8% | -3.0% | +16.8% | +10.1% |
| 3M | +2.1% | +15.8% | -13.7% | +25.3% |
| 6M | +153.8% | +1.6% | +152.2% | +192.8% |
| YTD | +256.4% | +1.7% | +254.7% | +313.4% |
| 1Y | +719.8% | -8.0% | +727.8% | +831.3% |
| All | +719.8% | -7.9% | +727.6% | +831.3% |
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