+2,981.5%
MUU vs MRSH
-7.9%
+2,989.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.4% | +13.0% | +8.0% |
| 7D | +17.4% | -3.6% | +21.0% | +7.4% |
| 30D | +24.0% | -3.0% | +27.0% | +16.8% |
| 3M | -23.9% | +15.8% | -39.7% | +24.0% |
| 6M | +284.4% | +1.6% | +282.8% | +464.5% |
| YTD | +583.7% | +1.7% | +582.0% | +914.5% |
| 1Y | +2,981.5% | -8.0% | +2,989.5% | +4,331.9% |
| All | +2,981.5% | -7.9% | +2,989.3% | +4,331.9% |
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