+265.1%
MU vs MRSH
+20.0%
+245.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +3.3% | -10.3% | -2.5% |
| 7D | -19.1% | +9.4% | -28.5% | -8.1% |
| 30D | -25.2% | +23.4% | -48.7% | +0.1% |
| 3M | -10.9% | +9.9% | -20.8% | +2.7% |
| 6M | +38.0% | +26.0% | +12.0% | +103.1% |
| YTD | +178.8% | +15.2% | +163.6% | +288.8% |
| 1Y | +265.1% | +18.4% | +246.7% | +441.9% |
| All | +265.1% | +20.0% | +245.1% | +441.9% |
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