+504.3%
MUU vs MRSH
+20.0%
+484.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.3% | -17.3% | -5.0% |
| 7D | -35.9% | +9.4% | -45.3% | -16.1% |
| 30D | -47.1% | +23.4% | -70.6% | -3.6% |
| 3M | -29.8% | +9.9% | -39.7% | -4.6% |
| 6M | +16.0% | +26.0% | -10.0% | +181.4% |
| YTD | +286.1% | +15.2% | +270.9% | +748.9% |
| 1Y | +504.3% | +18.4% | +485.9% | +1,411.5% |
| All | +504.3% | +20.0% | +484.3% | +1,411.5% |
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